Assign a Route Plan to an Employee

Schedule customer visits based on a route plan to an employee.

  1. Go to Web App > Navigation Menu > Routes.

    The Assigned Route Plan page appears.

  2. In the Route Plan section, click the Assign corresponding to the route plan you want to assign from the sidebar.

    If you prefer, you can also click ASSIGN, and select a Route Plan from a drop-down in the next step.
  3. From the Employee dropdown, select an employee to whom you want to assign a route plan.

  4. In the From field, select the start date of the selected route.
  5. Click Assign.