Region Pilot

The co-pilot for regional sales managers

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Region Pilot
Territory, on autopilot.
0
Leads
0
Dealers
See Active Dealers →
See Active Dealers →
See Active Dealers →
Map Tools
Onboarding
📅
Trip stops & appointments — anchored items are bold, drafts are lighter.
🚗
Trip Planner
Plan multi-day field trips with auto-routing
Map Legend
Active dealer
Committed
Prospect
Engaged
Intake
Identified
⭐ Required stop
Planned stop
Click any dot to add it
to the active trip
Active Dealer
Market Demographics
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Profile
Your Name
Shown in reports and emails
Your Role
Nearby
Nearby Radius
Max miles for Nearby accounts
miles
Follow-Up Display
How to show overdue follow-ups
Active Funnel Starts At
Default for 🔥 Hot Leads tab
Home Base
Default Start Address
Where every trip starts and ends.
Typical Depart
When you usually leave
Typical Return
When you want to be home
Daily Schedule
Working Hours
When you can meet with clients
–
Travel Hours
When you're willing to be on the road
–
Max Driving per Day
Cap on driving hours per day
Meal Durations
Companion 🥗 Lunch 🍽 Dinner
Solo
With a lead
With a dealer
Visit Durations
How long a typical visit takes by pipeline stage. Type a number of minutes — or shorthand like 1h15.
StageVisit duration
Identified
Intake
Engaged
Prospect
Committed
Active Dealers
Dealer Visit Frequency
How often to visit each dealer (override per record)
Trip Composition
Aspirational floors per trip type. The planner tries to honor them and relaxes automatically when the corridor is sparse.
Trip type Try to make at least this many leads Try to make at least this many dealers
🌱Grow % %
⚖Regular % %
🤝Maintain % %
Default trip type
Used when you create a new trip
Ranking Style
Nudge how the planner ranks candidates. These are guidance, not absolute rules.
Sort leads toward:
Sort dealers toward:
Balance priority and distance:
Rename field labels and customize dropdown options. Every change applies instantly across forms, filters, and reports.
Weekly Report
Time window
How far back the report looks for activity
Scheduled Delivery
Preview. Configure your preference here; automatic delivery requires a backend scheduler (coming).
Email me the report
Generates and emails the report on a recurring schedule
Day of week
Time
Company Profile
Company Name
Industry
Website
Company Address
Used in LOU and other documents
Product Unit Label
Singular name for your product (e.g. Hot Tub, Pool, Bike)
Product Unit Label (plural)
Plural form (e.g. Hot Tubs, Pools, Bikes)
Defaults
Default Mode on Open
Which app opens when the page loads
Preferred View
Cards or List — applied wherever both are available, and shown first in the toggle
Import & Export
Import Excel or CSV
Load leads from a spreadsheet
Export All Data
Download as JSON backup
Map Geocoding
Sync Map Coordinates
Geocode all leads and dealers missing map pins. Run after a large import.
Clear Coordinate Cache
Forces a full re-fetch on next sync
Danger Zone
Destructive actions live behind a separate confirmation. There is no undo.