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Example Process Flow for Routes

This is an example workflow for planning routes. Your company may follow a different workflow 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. Create a route. You must specify the person for whom you are creating the route (generally, either retail sales manager or a retail sales representative who reports to one). For information on performing this procedure, see Creating Routes.
2. Add accounts to a route. As you add accounts, you add details such as the start time and duration for each visit to the account. However, you do not specify a start date, because the route can be used repeatedly to schedule visits. For information on performing this procedure, see Adding Accounts to Routes.
3. Optional: Assign a target list to a route. If you are using the Account Targeting feature to create target lists, you can assign them to a route. For information on performing this procedure, see Assigning Target Lists to Routes.
4. Schedule visits. When the route has been created, you can use it to schedule visits to every account in the route. For information on performing this procedure, see Using Routes to Schedule Visits.

   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.