by Lion Solution

Optimize routes, save time, and boost daily customer visits everything in SuiteCRM.
Plan routes 4× faster and add 2-3 visits/day per sales and field agent to optimize travel time. Stop wasting time driving between unplanned visits.

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Exporting and Sharing

PDF Export

  • Produces a printable summary with ordered stops and route overview.
  • Attach PDFs to parent records for traceability. Print Route in PDF.gif

Share

  • Generate an internal link or summary (depending on setup) for managers/partners.
  • Follow company policy for external sharing. Share Route.gif

Tip: add exported itineraries to weekly team reviews for coaching and accountability.

Next: Roadmap

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