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Create, Edit, or Delete a Route Assignment from the Customer Profile (Web)

Tiers: All


Step-by-step instructions . . .

  1. Select Customers > click customer name.

  2. On the Profile tab, scroll to Route Assignment Info > Add > create route, and Save.

  3. To edit a route assignment, click the Edit icon > make changes, and Save.

  4. To delete a route assignment, click the trash icon > Delete.

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