Customers

Traveller

Plan optimized multi-day visit routes with a step-by-step planning wizard.

Build optimized visit plans for your sales territory. The Traveller wizard guides you through four steps: set up your schedule, draw areas on the map, calculate the best routes, and save everything to your calendar.

Quick Overview: Plan multi-day customer visits by drawing service areas, letting the system rank customers by urgency and sales trends, then generating optimized driving routes.

Traveller must be enabled for your organization. Contact your administrator if you don't see it in the menu.

Getting Started

Navigate to Traveller from the main menu. The wizard has four steps shown as an accordion on the left, with an interactive map on the right.

Step 1: Planning Setup

Configure the basic parameters for your route plan.

Select a Salesperson

Choose which salesperson to plan routes for. Managers can plan on behalf of team members.

Choose Planning Days

Use the calendar to select which days to include in the plan. Quick shortcuts help select common ranges like "This week" or "Next 5 days".

If selected days already have planned visits, you'll see a warning. Existing visits won't be removed automatically.

Set Departure & Arrival Points

Define where the salesperson starts and ends each day:

Drop a pin on the map
Search for an address
Use a saved pair from previous plans

Enable linked anchors to make the arrival point match the departure (round trip back home).

You can save frequently used departure/arrival pairs with a name for quick reuse.

Visit Windows & Capacity

Setting	Description	Default
Visit windows	Time ranges when visits can happen (supports lunch breaks)	09:00–18:00
Dwell time	Average minutes spent per customer visit	30 min
Daily cap	Maximum customers to visit per day	10

Step 2: Area Assignments

Draw geographic service areas and assign planning days to them.

Draw Areas on the Map

Use the drawing tools to create areas:

Polygon mode — click to place corners, press Enter to finish
Freehand mode — draw smooth shapes with your mouse

Each area gets a unique color. Click an area name to rename it.

Assign Days to Areas

Drag planning day cards onto areas to assign them. One day can cover multiple areas, and one area can span multiple days.

The system shows how many eligible customers fall within each area.

Smart Suggestions

Click Smart territory to let the system auto-generate balanced areas based on customer locations. This is a great starting point — you can adjust the suggested areas manually afterward.

Tip: Start with smart suggestions, then fine-tune the areas. This saves time while keeping you in control.

Customers Outside Areas

A panel shows customers that don't fall within any drawn area. You can expand your areas to include them or leave them for a future plan.

Step 3: Calculate Routes

The system ranks customers and builds optimal driving routes.

Customer Ranking

Two factors determine which customers are prioritized:

Factor	What It Measures
Visit cadence	How overdue the customer is for a visit based on their expected frequency
Sales trend	Recent purchasing changes — declining customers get higher priority

Use the priority slider to adjust the balance between these factors.

Scheduled vs. Available Customers

Scheduled — customers selected for the route (up to the daily cap)
Available — ranked customers that didn't fit, which you can swap in manually

Route Modes

Choose how the multi-day plan is structured:

Return to your departure point each evening. Best for sales reps who go home every night. Each day is routed independently.

Cost Comparison

The system compares both modes side by side:

Metric	Day-by-Day	Span
Total distance	Higher (daily return trips)	Lower (no backtracking)
Hotel costs	None	Per overnight stay
Total cost	Distance only	Distance + accommodation

This helps you pick the most cost-effective approach for each plan.

Step 4: Review & Save

Review the complete plan before saving it to your calendar.

Route Summary

Stat	Description
Planning days	Number of days covered
Total stops	Customer visits across all days
Total distance	Kilometers to drive
Driving time	Estimated time on the road

View planned visits on your calendar

Activities

Manage visit activities and forms

Territory Management

Visualize customer territories on a map

Segments

Prioritize customers by segment