How to Route Filtered Accounts (iPhone)

Creating routes based on a specific filter is actually simple. Continue reading to find out how you can do it using our iPhone app.

In this example, let’s say you’d like to route all accounts marked as Primary Care under the Specialty field.


1. First, use the Visualize tool to filter the accounts so only your Primary Care accounts are the ones visible on the map.

2. After filtering, tap on the Lasso tool icon and draw around the pins, then select create route from the options.

3. The app will open up the Current Route screen after that. Add your start/end points by tapping the Enter Start/End Location boxes. Then tap optimize to get the best route, and click on the save icon.

4. Assign a Route Name and Date, then tap Save to save your route.

And you’re done. Pretty easy right? Happy routing!

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