Having trouble keeping track of your visits planned for the day or remembering new visits scheduled for you during the day? Follow the simple steps below to add visit plans to your Repsly Schedule.
Adding a Scheduled Visit to your Calendar on the Mobile App
1. Click on Places tab.
2. Select the place you wish to visit.
3. Click on Schedule tab.
4. Pick a date for the visit.
5. Then click the Schedule New Visit button.
6. Specify the time of the visit and if the visit will be recurring.
7. You can also add a note to the visit.
8. Finally, click Save to add the visit to your schedule.
Once these steps have been completed the visit will be saved for the rep on their schedule.
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