Overview
This guide helps you create and manage routes within Restoration CRM™. Routes are based on company or organization locations. After setting up a route, you will create a specific view in the Contacts module to target the people associated with those locations.
This article covers:
- Creating a new Route dropdown option (e.g., Insurance Company A).
- Assigning companies to the new Route.
- Creating a Contacts View based on the Route.
We recommend reviewing the routing philosophy video for further context: Routing Philosophy and Best Practices Video
Creating a Route
Follow these steps if you need to add a new option to the Route dropdown menu in CRM's Admin Settings. Skip this section if the desired option already exists.
- Navigate to Admin Settings in CRM.
- Add the new Route option (e.g., Insurance Company A, Insurance Company B) to the appropriate Route dropdown list.
Assigning Company(s) to Route
You can assign companies to the new Route option using two methods:
- Mass Assignment: Build a view in the Companies module to filter down your target results, then mass assign the Route value to the filtered list.
- Manual Assignment: Open individual company records and manually assign the Route value in the company details.
Check out the steps below depending on your needs.
Creating a route view
Once all desired companies are assigned to the Route, create a view in the Contacts module to display all associated contacts.
Note: You must create a Contacts view because routes target individuals who will be visited, not just the physical company buildings.
- Navigate to the Contacts module.
- Create a new view.
- Set the view filter to include only contacts associated with the Route value you created (e.g., Filter by Company Route equals Insurance Company A).
- Save the view with a descriptive name.
Questions? Contact Us
This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.