Overview
This guide is intended to help you create routes within your CRM (fka Luxor) environment. Routes are created based on company/organization locations. Views are then built in the Contacts module based on those locations.
Follow the steps below for:
- Creating a new Route dropdown option (ex: Insurance Company A, Insurance Company B, etc)
- Assigning a company to the new Route
- Creating a View to see all Contacts on that Route
We recommend watching this video for more info on our route building philosophy - Routing Philosophy and Best Practices Video
Creating a Route
First you will need to add your new Route option within Admin Settings. Skip this section if you already have your route option added to the Route dropdown.
Assigning Company(s) to Route
You can easily assign Companies to routes by:
- Mass assign companies to Routes by building a view to filter down your results
- Assign your Route to companies manually
Check out the steps below depending on your needs.
Creating a route view
Once you have all desired organizations/companies assigned to the route you want, this guide will walk you through creating a Contacts view for all contacts in the Route.
This is necessary as the reason for creating an additional view in the Contacts module is because you will be visiting people, not buildings.
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.