Find Records Along a Route

Imagine this scenario. You live in Location A, are planning a business trip to Location B, and will be passing through multiple metropolitan areas on the way. Wouldn't it be awesome to make the most out of your trip by meeting with customers or prospects along the way? With a shape search, this is easy to accomplish. 

Here's how to search for records along your route:

1. Create a route for your original trip. For this example, we'll use New York, NY to Augusta, ME.

2. Switch to a Shape search to activate the drawing tool.

3. Draw a shape around your route lines. If you need some help with that, read our document on Creating Shapes. Once you've closed your shape, it should look something like this:

Then, after you've created the shape, perform a shape search. It's easier to see if you hide the shape after the search is completed.

Voila! Now you have a game plan for making the most out of your day on the road. From here, you can add records from the map to your route using the Add to Route action.