Today's route, planned at the kitchen table
A rep sees today's twelve visits on a map, adds two nearby accounts and sets the best order between stops before leaving home.
The story
Sam · Territory rep · Eastern Suburbs territory
At 7:45 Sam opens today's visits on the map: ten pharmacies between Bondi Junction and Maroubra. The map also shows two accounts nearby that are due a visit this cycle, so he adds both, making twelve. He sets the route, and the visits reorder to start in Bondi Junction and finish in Maroubra, close to home. The map and routing work offline, so the plan is ready wherever he starts.
On the phone
- The day on a mapToday's visits and nearby accounts appear together, so the gaps are easy to see.
- Add what's closeAccounts due this cycle can be added to the day while Sam is already nearby.
- Best order between stopsThe route orders the visits to cut driving, and the plan is saved for the day.
In Salesforce, after sync
The planned sequence is saved, so it can be compared with actual check-ins later.
One visit, itemized
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this exampleFIELDKOEastern SuburbsMon 17 Nov
Planned visits10
Added2
Total12
Route saved7:52 AM
Sent toSalesforce
✓ SYNCED
Related examples
On the phoneWorks Offline