Create Routes - Web

Using Map My Customers, you can easily create, share and edit optimized Routes for Companies or People records

To create a new Route from the Routing page:

1. Click on “Routes” at the top of the navigation bar
2. Select whether you want to create a Company route or a People route
3. This will bring you to Routes List View. You can start creating routes by clicking "Add Route" in the top right corner of the page
4. A pop-up appears, prompting you to name your Route
5. Next, choose whether you want to make an optimized Route or visit the stops in order:
   • “Optimize Route” creates the most efficient Route based on travel distance / duration
   • “Visit Route in Order” lets you manually choose how to structure your stops
6. Enter the estimated amount of time that will be spent at each stop
   1. This will provide a more accurate idea of how long it will take to complete your Route and when you should arrive at specific stops
   2. Individual stop durations can be edited after the creation of the Route if one stop will take longer than others i.e. a client lunch 
7. Set up a Start Date and Time for your trip
8. Specify the start and end locations for the Route. Click on the "Target Icon" if you want autofill the start and end from your current location
9. Click “Finish” to begin adding pins to your new Route

To add pins to a Route:

After clicking “Finish” to create a new Route, you will be presented with a map of your records. You can add pins to your Route individually or in bulk using the Lasso tool. 

To manually add individual pins to a Route:

1. Click on a pin to load a box with its address and option to “Add to Route”
2. Click “Add to Route”
3. A green star will appear to indicate that this pin has been added to the Route
4. Once you’re satisfied with your selection, click on the "Next button" in the top right corner of the page
5. Review your Route and click “Save Route” in the top right corner of the page if satisfied

To add pins to a Route by using the Lasso tool:

1. To use this tool, select the Lasso icon on the right side of the Map
2. Click and draw a circle around the desired pins you want to add to your Route. Those pins will turn green, and a star will appear once selected
3. Select "Next" in the top right corner of the page. This will generate your Route and display it on the Map
4. Scroll down below the Map to view the Route in a list format with the estimated arrival time and distance between each stop highlighted
   
5. If you are satisfied with the Route, select "Next" then "Save Route" in the top right corner of the page