Everything you need to know about EXANERGY Routes
tour planning software

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Can a third person plan my sales representatives’ tours (secretary or sales assistant)?

YES, a third person (secretary or sales assistant) can be granted the rights to manage and optimize each sales representative’s calendar with EXANERGY Routes.

The salesperson can then view, change and optimize his or her calendar, according to new constraints or last minute changes.
In this case, he/she will be able to:

  • Use the “Proximity search” feature in the map,
  • Search accounts, contacts and leads “x” kilometers away,
  • Add a client or lead to visit to the selection,
  • Recalculate the sales route.