Prebuilt Routes — CHS CRM Training

LESSON 1 OF 6

What a prebuilt route is

A prebuilt route is the skeleton of a day — the stops, their visit lengths, and your notes. No dates. No times. Those belong to whichever day you load it into.

📚 Prebuilt routes ➕ Save as prebuilt

You'll find both buttons in the route builder's control row, next to Save to calendar and Move day.

LESSON 2

First, build a day you're proud of

1 COUNTRY FLOORING 45 min

2 STAGGS CARPETS & INTERIORS 45 min

3 ROCK'S CARPET ONE 60 min

Add stops any way you like — + Add stop, 📍 Find closest dealer, or pull them from your schedule. When the day looks right, it's worth keeping.

LESSON 3

Save it as a prebuilt route

📅 Save to calendar 📆 Move day 📚 Prebuilt routes ➕ Save as prebuilt

Name this prebuilt route:
North Shore Tuesday

📚 “North Shore Tuesday” saved — 3 stops

Give it a name you'll recognize on the road — the loop, the territory, the day of the week.

LESSON 4

Your library is always one tap away

📚 Prebuilt routes

The library is yours alone — every rep builds the collection that fits their territory.

LESSON 5

Load it onto any day — then set the time

1 COUNTRY FLOORING

2 STAGGS CARPETS & INTERIORS

3 ROCK'S CARPET ONE

08 : 00 AM 📅 Save to calendar

Pick your route date first, load the stops, set the start time, save. Your pre-filled call reports follow automatically — like any saved route.

LESSON 6

Four things worth knowing

No dates or times inside A prebuilt stores stops, visit lengths, and notes. Times are set fresh each day you load it.

Personal library Only you see your prebuilts. Build one per loop you actually drive.

Deleting is safe Removing a prebuilt never touches days already saved to any calendar.

Loading asks first If stops are already on screen, the portal confirms before replacing them.