Route Recommendations

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With Insights: Recommendations for Route, Geopointe users can now identify their next best visit along their route based on business rules set by their Geopointe Admin. These recommendations allow for route-based actions on standard and custom objects, ensuring users make the most efficient and strategic stops.

Once enabled, Recommendations will automatically appear along a route, eliminating the need for manual searches. Users can accept, reject, or explore more recommendations based on their current route and predefined filters.

With Geopointe’s Recommendations for Route, you can:

  • Identify the most relevant stops based on activity history, account type, revenue, and other key business criteria.
  • Easily access and take action on recommendations from any device.
  • Accept, reject, refresh, zoom in, or add a recommendation to your route with a single click.

To learn more about Route Recommendations, visit our help site.

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