Creating Routes

  1. On the Settings tab of the admin WP, go to Routing > Routing settings.
  2. Click New  in the upper right corner of the Routing Settings page. Note the fields for the new route appear at the bottom of the list.
  3. Enter the name of the route. The name must be unique.
  4. From the Segments drop-down, select the segment to assign to the route.

    You can only use a segment for a route once. So, for example, if you have 10 different segments, and 8 of them are already assigned to other routes, you will only have 2 segments left to choose from.

  5. If necessary, add another segment to the route by clicking New .
  6. Add route points using the drop-downs in the Routing section. Click New  for every new point.

    We strongly recommend using Any agent as the last route point for any route.

  1. Save your changes.
Note if one of the users added as a route point was later deactivated (removed from the list of users), the logic is as follows:

If they were the only user in the route point, a notification (User not found) will be displayed.

If there was more than one user in the route point, both deactivated and active ones, only the active will be displayed in the route point.
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