Routing - Mobile App

Article Overview

Users are able to create and manage effective routes for batches of leads from the SalesRabbit+ Mobile App. 

Part 1: Create a Route

This part will demonstrate how to create a route in the SalesRabbit+ Mobile App.

• After logging into the SalesRabbit+ mobile app, navigate to "SalesHub" -> select the double pin "Route" icon in the upper left corner of the map.

• This page will display a list of previously created routes that you can manage.
• To create a new route, select the "+" icon in the upper right corner.

• Users will be brought to a routing page where they can fill in the following fields of information:
  • Route Name: name your new route.
    • Note: the default name will always be today's date.

• • Start/End Points: enter in the address of where you'd like this route to begin and the address of where you'd like to end.
    • Note: select the target icon on the far right end of the row to pull the address for your current location.

• • Stops: users are able to select the leads they'd like to include on a route as "stops".
    • To add leads or "stops" to a route, select "Add Leads".

• • • Filter for the leads you'd like to include on a route.
    • In the below example, there is no date range applied, but we are searching for leads of a specific status (NH, APPT, FOLU).
    • After setting the criteria, select "Next".

• • • A list of leads based on your search criteria will appear.
    • Select the leads you'd like to add as stops -> "Add".
      • Note: there is a cap of 23 leads/stops that can be added to a single route.

• • • The selected leads will be added as stops on your routing page.
    • More stops can be added to an existing route by selecting "Add Leads".

• • Optimization Options: enabling any of these options will be applied to your route.

• Click "Start" in the upper right corner to view the route on the map.
• That route's information will appear with summary of the route's distance, driving time, and number of stops.
  • Note: toggling "Show Route Only" on will only display the stops along the selected route.

• Each stop on the route will have a number appear in the upper left corner. That is the order in which is most effective to hit these stops.
• To navigate to each stop, select the lead on the map -> select the navigation icon on the lead's info page.

• This will open the selected Turn-by-Turn Navigation tool selected in the device's Home Profile Settings displaying the fastest route to the selected stop.

Part 2: Create a Route with the Lasso Tool

This part will demonstrate how to create a route using the Lasso Tool in the SalesRabbit+ Mobile App.

• Users can also create a route or add leads as stops to an existing route by using the Lasso Tool.
• From the mobile app "SalesHub" -> select the "Lasso Tool" icon in the upper left side -> use your finger to lasso/circle around the leads you'd like to create a route for or add to an existing route.
• Select "Create Route".

• Choose whether you'd like to create a new route for the lassoed leads or to add to an existing route.
• "Creating New Route" will add the lassoed leads as stops on a fresh new routing page.
• "Add to Existing Route" will allow you to choose which existing route you'd like to add the lassoed leads as stops to.

• Refer to Part 1 of this article on managing/creating a new route after these steps.

Part 3: Deleting a Route

This part will demonstrate how to delete an existing route.

• To delete an existing route, navigate to the mobile app "SalesHub" -> select the "Route" icon.

• This page will display a list of your existing routes.
• Users can select an existing route to edit it or...
• Sliding a route to the left allows users to "Delete" that route.

Pro Tips

• Routes allow users to create a route for up to 23 leads per route.
• Users can select their routing application of choice in the mobile app settings.