Sharing Routes from the Route4Me Web Platform

Sharing a Route While Planning It

To share the route while planning it, first, go to the “Sharing” tab and then input the email address of the person you want to share the route with into the corresponding field. After that, once the route is planned, it is automatically shared with the corresponding person.

Sharing Routes

 

Sharing the Route Opened in the Route Editor

Once the route is planned, it is opened in the Route Editor where you can modify it, as well as added to the Routes List with all your routes. To share the route opened in the Route Editor, first, go to “File” and then select “Share this Route” from the list.

Sharing Routes

 

After that, you can select one of the suggested team members’ emails from the corresponding list. To learn more about creating and managing team members’ accounts, visit this page.

Sharing Routes

 

Alternatively, you can use the email address of the person who you want to share the route with. To share the route with multiple people at a time, input multiple email addresses into the corresponding field separating them by commas. Click on the “Send” button to share the route.

Sharing Routes

 

When sharing a route, you can also copy the route’s link and send it directly via any other preferred method.

Sharing Routes

 

Sharing Routes from the Routes List

To share a particular route from the Routes List, first, click on the gear icon next to the route that you want to share.

Sharing Routes

 

Next, select “Share Route” from the route’s options menu.

Sharing Routes

 

After that, you can select one of the existing team members from the list or input the email address of the person who you want to share the route with into the corresponding field. Click on the “Send” button to share the route.

Sharing Routes

 

Sharing Routes from the Routes Map

To share a route from the Routes Map, first, click on the gear icon next to the route that you want to share.

Sharing Routes

 

Next, select “Share Route” from the route’s options menu.

Sharing Routes

 

After that, you can select one of the existing team members from the list or input the email address of the person who you want to share the route with into the corresponding field. Click on the “Send” button to share the route.

Sharing Routes

 

Viewing Shared Routes

A shared route is received as an email that contains the route’s stats (estimated arrival and departure times, list of stops, etc.), high-resolution image of the route on the map, as well as the link to view the route online. To open the shared route online, click on the corresponding button in the received email.

Sharing Routes

 

The shared route opened online provides an overview of the route on the map with the list of all route stops. The stops that are marked or detected as “Visited” have a checkmark icon next to them on the map.

Sharing Routes

 

To view the details of a particular stop, click on it. In the stop’s menu, you can view the corresponding address information, as well as the details of the customer/prospect associated with the stop.

Sharing Routes

 

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