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Question

Routing Sales Calls in CRM

  • April 27, 2026
  • 3 replies
  • 26 views
C
Freshman I
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I have a prospect that needs the ability for their sales people to map out sales calls when they go to an area.  For example, I am flying to Ohio for a week, and I have 25 customers that I need to see.  What is the best route to minimize drive time from each customer and what is the best order of go?  

They do not need Field Service only CRM…

 

Cherry

    3 replies

    A
    Captain II
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    • aiwan
    • Captain II
    • May 11, 2026

    ​@cherryw10 

     

    ​@darylbowman has a cool customisation which may help you with this. It plots locations on a map for you based on Generic Inquiry results, you/your sales people can then use this to map out their journey’s.

     

    Aleks
      darylbowman
      Captain II
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      Thanks for the shout-out Aleks!

       

      It is important to note it does nothing with route planning at this point. Only visualization.

      Daryl ⚡Freelance developer 🛒Check out my products 👉🏻deftstrokesdev.com/index.php/products ⏩linkedin.com/in/darylbowman
      C
      Freshman I
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      • cherryw10
      • Author
      • Freshman I
      • May 11, 2026

      Good Morning and thank you for the response.  I am looking for something that will map it for me.  Thanks

       

      Cherry
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