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

Step-by-step instructions . . .

1

Select Customers > click customer name.

2

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

3

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

4

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