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Creating a Route

When creating a route, users must specify the person for whom they are creating the route (generally a field sales manager or sales representative). When creating a route remember that:

• Each user can be assigned many routes
• A route can have any number of accounts
• A route can only be assigned to one user
• A route name can only be used once for each user
• The same route name can be used for routes assigned to different users

To create a route

1. Navigate to the Routes screen.
2. In the Routes form, create a new record, and complete the necessary fields.

   NOTE:  In the My Routes view, the Sales Person field is automatically filled with the current user name. If you are assigning a route to someone other than yourself, enter that person's name in the Sales Person field.

   Some fields are described in the following table.

   Field	Comments
   Active	Select this field if the route is active and available for use in scheduling calls.
   Last Updated	The application automatically populates this field with the time and date the route was last changed.
   Route Name	A user-defined name for the route, such as Northeast Richmond. A route name must be unique to the end user to which it is assigned.
   Sales Person	The sales person to whom the route is assigned. A route can be assigned only to one person.
   Start Day	The day of the week on which the route is designated to begin. This is used as reference information only and does not prevent you from using the route to schedule calls starting on some other day of the week.
   Updated By	The application automatically populates this field with the name of the user who last changed the route.