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How to use Contacts to create a Route Plan?

R
Written by Riddhi Patel
Updated over a month ago
  1. Go to the Dashboard and click on Contacts to manage your contacts.

  2. Click the “+” icon to either import contacts or add contacts manually.

3. After adding contacts, select the checkbox for the contacts you want to include in a route.

4. Click the “+” icon again, and you will see two options:

  • Create New Route – You will be taken to the Route Plan section, where you can optimize the route.

  • Add to Existing Route – You will see a list of existing routes. Select a route to add the contacts and optimize the route.

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