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About Routes

A route specifies the order in which the accounts are visited and the starting time for each visit. Routes are used to schedule visits to groups of retail accounts that are visited regularly, and on the same day or series of days, by a retail sales representative. You can also schedule nonroutine visits to accounts by assigning target lists created in Account Targeting. By arranging a group of accounts into an efficient route, you can make sure that retail sales representatives minimize the amount of time spent traveling between accounts.

After it has been created, a route can be used repeatedly to schedule store visits to the accounts in the route. You can also create routes to schedule store visits for a specific period of time, such as in support of a promotion, campaign, or objective.