Find Records Along a Route

Imagine this scenario: You live in Location A, and have a business trip planned to Location B. You're driving there, and will pass through three or four metropolitan areas on your way. Wouldn't it be awesome to slow down your drive by taking some time to hit up customers or prospects en route?

The easiest way to find those people to visit is to use a shape search.

First, create a route that is only your Point A to Point B. For this example, I'm going to use New York, NY to Augusta, ME. Once you have that route created, switch to a shape search to activate the drawing tool.

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.

Viola! You have now have plenty of places to stop and see en route.