Using the Mapview trips feature, you can create daily routes using set appointments and drop in meeting tasks. View daily routes on the map and as a list in the trips window.
When creating a route it may appear that the tasks do not fit in the specified time frame. However, you can optimize the trip to see if when the trip is re-organized with the optimal route they can fit into your schedule.
Below, learn how to create full trips by adding start and end locations/times and how to create routes with location based appointments or meeting tasks.
Adding Start/End Time and Location
Start by tapping the start or end box. Tap the quick buttons to quickly set your home or work address, current location or previous trip location as your start/end points. Alternatively, tap the icon to add a different address. Tap the start/end time to edit.
Creating a Meeting Task
Add meeting tasks to your trip when you do not have a set time to visit with your contact, you are going to drop off sales materials or you have to service accounts with no set order.
To add a meeting task from the map:
- Tap a pin and open the contact details.
- Tap the add meeting task icon at the top of the window
- Edit the task information
- Tap 'Done'
Creating an Appointment
Add appointments to your trip when you know the exact time you are meeting with a prospect or account.
To add an appointment from the map:
- Tap a pin on the map and open the contact details.
- Tap the add event icon at the top of the window
- Edit the appointment details as you would for your iOS device.
- Tap ‘Done’
