Route Planning
When Prospecting is enabled, the Traveller route planner can include leads alongside regular customer visits. This means your sales team discovers new business while covering their existing territory — no extra effort required.
What Changes in Traveller
With Prospecting enabled, the route planner adds:
| Addition | Description |
|---|---|
| Discovery per day | Configure how many leads to include in each day's route |
| Automatic harvesting | Optionally search for new businesses in your route areas |
| Lead candidates | Existing leads appear as route candidates alongside customers |
How Leads Are Selected
The route planner scores leads to pick the best candidates for each day:
| Factor | Effect |
|---|---|
| Data quality | Leads with more complete information (phone, address, VAT) score higher |
| Freshness | Recently discovered leads get a temporary boost |
| Priority | High-priority assignments are favored |
| Exposure | Leads planned before but not visited are gradually deprioritized |
| Cooldown | Recently visited or planned leads are temporarily excluded |
What Gets Excluded
The planner automatically skips leads that:
- Are pending a match review
- Were marked as Not Interested
- Were visited within the cooldown period
- Have no GPS coordinates
Automatic Harvesting
When enabled, the planner searches for new businesses in your route areas before building the route. This fills gaps in areas with few existing leads.
- You define your route areas on the map
- The planner identifies areas with few existing leads
- New businesses are automatically discovered and added to the candidate pool
- The best candidates are included in your route
Balancing Prospecting and Customer Visits
The discovery-per-day setting ensures prospecting doesn't crowd out existing customer visits. You can also configure the dormant visit percentage to balance new business development with account maintenance.
Controlling This Integration
Lead candidates appear in Traveller when:
- Prospecting is enabled for your organization
- Discovery per day is set to 1 or more in the route configuration
- You have permission to view prospecting