Route

Adding a route feature in a field sales app is essential for optimizing sales operations and enhancing the productivity and efficiency of sales representatives.

Add Route

In Route, the admin can add routes to which the sales agent has access.

In CRM, Select Field Sales and click on Setting

On the setting, select the Route and click on +Route to add a new area for a site visit

Add all the details and Save

A new Route will be added at the top

View Route

You can choose to view the route that you have added

In the Route, click on the Actions (3 vertical dots) and select the View button

You can view all the details of the added route

Edit Route

In the Route, click on the Actions (3 vertical dots) and select the Edit button

Edit the route details and Save

Delete Route

In the Route, click on the Actions (3 vertical dots) and select the Delete button

Give your confirmation in the popup and the route will be deleted