Adding Accounts to Routes Using the Target Accounts View

The following procedure shows you how to add accounts to a route using the Target Accounts view.

To add accounts to a route using the Target Accounts view

Note: When associating a target account with a route, only select accounts where the owner of the route is represented on the sales team. It is possible to pick any existing account in the database when associating a target account with a route. However, there is no check to determine whether you or the owner of the route has access to the account.

1. Navigate to the Routes screen.

2. In the Routes list, drill down on a route (in the Route Name field).

3. Click the Target Accounts tab.

4. Select the accounts to add to the route.

   One way to select the accounts is to apply a target list and select the accounts in the list.

5. Click Commit.