How to plan a route / Map Run in CRM?

TB CRM · routes · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to build a visit route, order stops, and run the day from the route list.

Routes help outside sales plan efficient visit days. Map Runs may consume plan map allowances depending on your subscription — use them when stop order and drive time matter. Fewer high-quality stops beat an overloaded route you cannot finish before stores close. You can also search Google for new businesses and add them as leads or route stops (see “How to search Google for leads and add them to a route in CRM?”).

Steps

• Open Routes from the CRM sidebar.
• Create a route for the day or week you are planning.
• Add stops by selecting customers or leads on the map, or by searching Google for new businesses nearby.
• Optimize or manually reorder stops for geography and priority.
• Review total drive time and stop count realistically.
• Start the route and work visits in order.
• Log notes and complete tasks on each account before leaving the parking lot.

Conclusion & best practices

Plan fewer high-quality stops over an overloaded route you cannot finish. Update account notes after each visit so the next Map Run starts smarter. If map usage is capped on your plan, batch geographic territories by day.