Meeting Route Planner helps you and your team optimize routes, save time, and boost daily customer visits—without leaving SuiteCRM. Plan routes 4× faster and add 2-3 visits/day per sales and field agent to optimize travel time. 100% SuiteCRM-native.
Exporting and Sharing
PDF Export
- Produces a printable summary with ordered stops and route overview.
- Attach PDFs to parent records for traceability.
Share
- Generate an internal link or summary (depending on setup) for managers/partners.
- Follow company policy for external sharing.
Tip: add exported itineraries to weekly team reviews for coaching and accountability.
Next: Troubleshooting
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