Route Builder on Planner

The Route builder allows you to convert a day or week’s activities into a route right from the planner.

Using Map My Customers, you can easily create, share, and edit optimized Routes for Companies or People

To create a route from The planner:

Click “Go” next to ‘Build routes from Activities’
Select whether you want to build a route from your activities associated with Companies or People.
Choose to create a route for the following date options:

a. Today’s activities
b. Tomorrow’s activities
c. This week’s activities
d. Next week’s activities
e. Custom time range

Note: Activities will only be included if they are assigned to you and marked incomplete
Select which activity types you want to include in your route
- You can add/remove multiple activity types by clicking on the drop-down menu
Click on the blue “Next Step” button

Note: Activities with no associated Company (or Person depending on the object selected) will not be added to the route. Review and make any necessary changes before building the route.
Review the total stops added to the route.
To remove a stop click next to the row you would like to get rid of
Click “Next Step” to proceed to the next page
Assign a Route name
Specify the Visit Order
a. “Optimize Route” creates the quickest Route based on travel distance
b. “Visit Route in Order” lets you manually choose how to structure your stops
Indicate the allotted time for each stop
Add a starting and ending location
Click “Create Route”

To visualize your route on the Map view:

Click ‘Routes” at the top navigation menu
Click “Company Routes” or “People Routes” depending on which record type you used to create the route
Select the desired route you want to view by clicking on the Route name.

To read more about Routes on the mobile app, visit this article
To watch a Routes video tutorial and learn more able web routing, visit this article