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Using a Route to Schedule Calls

After a route has been created, end users can use it to schedule calls to all the listed accounts. Users can schedule route calls from a number of views. The following procedures demonstrate how to schedule routes from the My Routes view, the Target Accounts view, and the Daily Calendar view.

To schedule calls from the My Routes view

1. Navigate to the Routes screen.
2. In the form, click Schedule.
3. In the dialog box, enter a start date and click OK.

   Appointments for each account in the route are created in the calendar of the end user to whom the route is assigned.

   CAUTION:  It is possible to schedule multiple appointments for the same time period when using the Routes views to schedule calls. Such scheduling conflicts do not trigger any sort of automatic notification. Sales representatives should check the Daily Calendar view for possible conflicts after routes have been added to their schedules. If scheduling conflicts exist, they should adjust the starting times of appointments or delete them as necessary to resolve the conflicts.