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

 

Tiers: All

 

 


 

Step-by-step instructions

 

1. Select Customers > click customer name.

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

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

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

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Last updated on September 26, 2024
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