Sales Route Planning Like a Boss: Part 2

Описание: Once your daily route is planned in RepMove, you can deploy it and work through your day efficiently. Here's every key action you can take while running a deployed day in the mobile app.

1. View Your Deployed Day

Tap Go to start your planned day.

Choose Map View to see your start and end locations with stops in between, or List View for a straightforward list of stops.

2. Navigate and Access Account Details

Use quick action buttons to navigate to each stop.

Tap the account name to view its details, visit history, contacts, and previous notes.

Add new contacts manually, from your phone, or by scanning a business card.

3. Add Tasks and Route Notes

Tap Add Task to create a follow‑up for a future date.

Use the Route Note button (paper with a plus) to record visit details, apply tags, and attach photos.

Create follow‑ups directly from the note so they link to the visit automatically.

4. Complete Stops

After adding your note, tap Complete Stop. The stop and note highlight green, showing they are done.

Continue through your route to the next stop.

5. Add New Accounts During the Day

Tap Add Account to capture new prospects, job sites, or satellite locations on the fly.

Drop a pin at your current location for accuracy.

The new account is added to today’s route immediately.

6. Re‑Optimize Your Day

If plans change, re‑optimize from your current location to adjust the remaining route for the best time and distance.

7. Complete or Reschedule Your Day

Tap Complete Day to review all stops and notes.

Use Reschedule and Delete Open Stops to move unfinished stops to a future date.

Working a deployed day in RepMove keeps your visits organized, ensures notes and follow‑ups are completed, and helps you stay flexible if your schedule changes.

Are you an outside sales rep but don't have RepMove yet? Start your free trial now!

Sign up here:

https://repmove.app/trial/?utm_source...