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Process of Creating and Using Routes

This is an example process for planning routes. Your company may follow a different process according to its business requirements.

Routes are typically created either by end users, such as retail sales representatives, or by a retail sales manager and assigned to a retail sales representative. To create a route and use it to schedule store visits, complete the following tasks, in the order in which they are listed:

1. Creating Routes (End User)
2. Adding Accounts to Routes (End User)

   NOTE:  Do not specify a start date, because the route can be used repeatedly to schedule visits.

3. (Optional) Assigning Target Lists to Routes (End User)
4. Using Routes to Schedule Visits (End User)

   NOTE:  When creating and scheduling a route with a limited duration, such as in support of a promotion, you can perform all of the preceding steps in the Target Accounts view.