Add, Edit, or Delete a Route Assignment from the Customer Profile (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Wistia video thumbnail

Step-by-step instructions . . .

  1. Select Customers > click customer name.

  1. On the Profile tab, scroll to Route Assignment Info > Add > create route, and Save.

  2. To edit a route assignment, click the Edit icon > make changes, and Save.

  3. To delete a route assignment, click the trash icon > Delete.