Wholesale Sales Representative how-to

How to Plan a Sales Route

Good routing gives more time with customers.

Updated By the Career Education Institute Curriculum Team
Quick answer

Good routing gives more time with customers. In short: list; group; schedule, then complete the remaining steps below.

Step by step

  1. List priority accounts and prospects.

  2. Group visits by location.

  3. Schedule appointments.

  4. Leave time for problems.

  5. Prepare samples and materials.

  6. Review results each day.

Safety reminders for wholesale sales representatives

  • Drive safely and avoid phone use
  • Lift samples properly
  • Follow site safety rules when visiting customers
  • Manage time to prevent burnout

Territory · Account · Margin · Distributor · Manufacturer’s rep · Line: see the full wholesale sales representative glossary.

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