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About Routes


A route specifies the order in which retail sales representatives visit the accounts and the starting time for each visit. Use routes to schedule visits to groups of accounts that retail sales representatives visit regularly and on the same day or series of days. 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 you create a route, you can use the route 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 in support of a corporate promotion, a campaign, or an objective.

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