# Route Plan

In **CRM**, to check the route plan of sales representatives, select **Field Sales** and click on **Route Plan**

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FXXiAAOI47paRLRwYicVk%252F0.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=85ea653e\&sv=1)

In the route plan, select the **date** in the **date navigator** and check the **sales agent** and his **weekly plan**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FFZz3sUmeMqmqUa8sc2BP%2Fimage.png?alt=media&#x26;token=6ed33b43-60fc-42f9-a9af-9525d94800cd" alt=""><figcaption></figcaption></figure>

### Change the route <a href="#change-the-route" id="change-the-route"></a>

Admin can **change the route plan** for a sales representative

To change a route plan for a sales representative, select the **date** and **click on the route**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FeGzzVD4BHFqFMLmg2GYE%2Fimage.png?alt=media&#x26;token=cdac2ccf-5b4d-4e9e-b2e9-ad64ed73d4d7" alt=""><figcaption></figcaption></figure>

On the appeared page click on the **cross** to remove the route

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FajLtzdTcn2anfzS4TP6S%252Fimage.png%3Falt%3Dmedia%26token%3Df7674326-41de-463f-b555-76ba179f08f2\&width=768\&dpr=4\&quality=100\&sign=c8768104\&sv=1)

Select the **route** from the list and click on **save**

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FM20QThnNpzid3cAdqssR%252Fimage.png%3Falt%3Dmedia%26token%3D1a5e425b-c356-4d20-8cbd-f1557c5e358d\&width=768\&dpr=4\&quality=100\&sign=412353c0\&sv=1)

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252Fj0KqjXvGOWBdwDNmQrox%252Fimage.png%3Falt%3Dmedia%26token%3Df8da6ff0-8850-4d96-a2b3-041ba46c30d1\&width=768\&dpr=4\&quality=100\&sign=6957e724\&sv=1)

The changed route will be added to the route plan for a sales representative

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FAHuzJ36BBYVe9ecNokS7%2Fimage.png?alt=media&#x26;token=d30de6d7-cc0a-40bf-95ee-a71f14a8a4a3" alt=""><figcaption></figcaption></figure>

Last updated 10 December 2025