10Field Operations7-minute read
Maps and Route Planner: Plan Field Visits
Organize mapped customers into an efficient visit list.
Before you begin
- Accounts need usable addresses and coordinates for map routing.
Step-by-step instructions
- 1
Open Route Planner
Select Route Planner in the navigation.
- 2
Find available stops
Search Available Accounts and use High, Due or Proposals filters as needed.
- 3
Build the route
Select individual customers or Add Visible to create a stop list.
- 4
Review stops
Check each address, remove unsuitable stops and confirm appointments.
- 5
Open external navigation
Use Open in Maps to hand off to the available maps application.
- 6
Log visits
Return to the exact customer account and record the outcome.
Expected result
Your day has an organized field route with follow-up documentation.
Sales best practice
Estimated distances are planning aids. Confirm real-world travel, appointment times and access permissions.
Unmapped accounts may be excluded until usable coordinates are recorded.