How to build a route for a sales rep
Build sales rep routes on the map for more efficient visit scheduling. Creatio uses the timing of visits and the locations of the sales outlets to automatically chart routes that the sales reps should take.
Sales outlet is displayed on the map in accordance with the GPS coordinates specified on the account page. If an account has several addresses, Creatio will use the address marked as “primary”, regardless of the address type.
Note
You can view the address of the sales outlet on the map and the title of the selected visit by clicking the marker of the visit.
When all the visits are added to the map, build a route. To do this:
-
Click the corresponding
button that is located next to the date in the calendar (Fig. 1).
Fig. 1 Building a route for a sales rep
As a result, the map will display the route between the visit locations for the selected day. The order of visits on the map will correspond to their order in the schedule.
The 
button in the day title will change its color. The button color will correspond to the color of the route on the map for that day.
You can view routes for several days by clicking 
for multiple dates.
Note
On the map, the point that the route starts from is your current location (your browser will need permission to share your current location). If your browser privacy settings do not permit sharing location, the first point of the route is the value specified in the “Default city for employees“ system setting.
See also
