How to Route Filtered Accounts (iPad)

Building routes according to a particular filter in Visualize is quite easy. In this article, you’ll learn how to do that using the iPad app.

For example, you’d like to route all your Inactive accounts.

1. Filter the accounts so only the accounts marked as Inactive under the Customer Type field are the ones on the map.

2. Then go to Lasso, and choose Select.

3. Draw around the visible pins, and select create route from the options at the bottom left of the screen.

4. After that, you’ll be taken to the Current Route screen. Click on the Enter Start Location box to enter your start location.

5. Then scroll down, and tap the Enter End Location box to enter your end location.

Note: Steps 4 and 5 can be skipped if you’ve set a default start/end location on the app’s Settings field.

6. Tap Optimize once you’re done, and click the Save button beside it to start saving your route.

7. Assign a Route name and Date, and tap Save.

It’s easy, right? Try it now and happy routing!