How to Create a Route / Add an Account to Your Route (WebApp)

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  5. How to Create a Route / Add an Account to Your Route (WebApp)
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  2. Knowledge Base
  3. Features
  4. Creating Routes
  5. How to Create a Route / Add an Account to Your Route (WebApp)

1. There are 3 ways to add an account to your route.

a. On the Badger Maps home page, you can click on any dots associated with an account/lead on the map. Then, click “Add to Route” on the lower right corner of the screen.        1

b. If you want to create a route in a particular area, you can “lasso” the accounts you need and create a route with all the accounts you selected. See here to know how to lasso accounts on the map.                                         2

c. You can go to the “Route” menu and add an address manually by clicking on “Manually Add a Location.”3

2. Once you have added the accounts to the route, you can access your route on the “Route” menu on the right of the screen. Do not forget to click on the “Optimize” button below your route to obtain the quickest route from one customer to another.

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You can also watch this video on how to create a route:

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