Adding Accounts to a Route

Once users have established a route, they can add accounts to it. There is no limit to the number of accounts that can be assigned to one route. Three views are available for adding accounts to routes:

• Accounts view. Shows accounts associated with the selected routes. For more information, see Adding Accounts to Routes Using the Accounts View.

• Explorer view. Shows routes and accounts in a hierarchical format. For more information, see Adding Accounts to Routes Using the Explorer View.

• Target Accounts view. Shows all accounts and allows you to choose which you want to add to the selected route. For more information, see Adding Accounts to Routes Using the Target Accounts View.

This task is a step in Process of Planning Calls.