The lasso tool on the Sidely map is ideal for organizing routes or planning phoning sessions by targeting specific geographic areas.
Steps to create events from the map
Apply filters to segment the map
Use the map filters to display only the points of sale that match your criteria (statuses, categories, etc.).
For example, here we will target all the stores in the 75011 postal code.
Select points of sale with the lasso tool
Click the lasso icon to the left of the map tools.
Draw around an area to select several points of sale in the area you want.
Tip: You can also use the point-by-point selector to select points of sale manually.
The selected companies are displayed on the right. You can change the visit order if needed.
Click "Create events"
A panel opens to configure your events:
Event type: Visit, phoning, mailing, delivery, etc.
Linked form: Make sure you link the form that suits your needs.
Here, we set 5 events per day, each lasting 30 minutes with a 15-minute break between visits — on Monday, Tuesday, Thursday and Friday.
Starting this Tuesday, October 20 at 3 p.m., I therefore have visits on Tuesday afternoon, then Thursday morning and Friday morning.
If you are happy with the distribution, click Generate.
Optimize your route (optional)
Click Optimize to configure the itinerary:
Enter your start and end addresses.
Select your means of transport.
The optimized itinerary is calculated automatically. It minimizes the distance to travel between the different stores.
Click Generate to add the itinerary to your calendar.
FAQ
1. Does the lasso tool automatically optimize routes?
No, the lasso tool selects points of sale. Route optimization must be configured separately via the Optimize option.
2. Can I save optimized itineraries to my external calendar?
Yes, once the itinerary has been generated, it can be added to your calendar.
3. What types of events can I create?
Sidely lets you create visits, calls, tasks, deliveries or any other custom event.