REP / Routes and visits
Follow up with missed customers
Find customers without orders for a selected date and distinguish this list from skipped route visits.
Use Missed Customers to follow up with route customers who have no qualifying order for the selected date.
Review missed customers
- Open Missed Customers, or choose Missed in Routes.
- Select the Route and business date.
- Search for a customer if needed.
- Open the customer, call them or navigate to their saved location.
- Refresh after new orders are recorded.
Understand the two lists
Routes → Missed is based on customers without orders for the chosen date. A customer appearing here does not prove that nobody physically visited the shop.
The missed list inside a route run follows that schedule’s not-visited records. These are the stops where a skip reason was recorded.
Use the appropriate list for the question you are answering: sales follow-up or scheduled-visit progress. Check the date and route before reporting a customer as missed.