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.
Map and Table — UI Reference
Map View
- Pins: Accounts/Leads returned by the radius search.
- Balloon: quick form to set assigned user (from Team version), date, time, duration and create a meeting.
- Filters: narrow by owner, type (you can set them in the JJWG admin page)
- Meetings: scheduled meetings (either cached or saved) will be shown with this icon:
below the respective pin.
Appointments Table
- Columns: Check, Company, Module, Start Date, End Date, Duration, Status / Action
- Status:
- Saved: persisted as SuiteCRM Meetings.
- Action: a red X button to remove the appointment from the cache
User Interface
Detail View
- Click on Account -> Account's Detailview is opened
- Click on a Lead's name -> Lead's Detailview is opened
Remove Appointment
Main Actions
- Save All — persist “In cache” items so they are stored in the CRM Database.
- Calculate Best Route — optimize stop order.
- Drag & Drop — reorder manually, then a recalc is needed.
Next: Daily Workflow and Tips
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