Getting Started
This article's purpose is to offer assistance to any managers looking for tips/tricks on how to begin setting up their Repsly Account. Make sure to also check out the mobile training guide!
There are 3 basics things you should be doing to get your Repsly Account up and running.
1. Setting up your Places
2. Creating Forms
3. Adding Users
Setting Up Your Places
You can upload your places that your Representatives visit. These uploaded places will allow your Representatives to check-in to them, fill out forms and orders and a variety of other tasks while at these places.
How Do I Enter a New Place into Repsly
How Do I change Data for a Place?
***PRO-TIP
How Do I Make Custom Place Fields
Creating Forms
The Forms feature within Repsly allows management to create documents that can be filled out by the representatives in the field, allowing for real-time data collection. Create an unlimited number of your own mobile data collection forms, or customize one of the existing templates from the free Repsly forms library to get started.
Assigning Form to Specific Places or Reps
*** PRO - TIP
Adding Users
Repsly's all-in-one field management tool gives teams everything they need to execute at the highest level. The world's most intuitive productivity app empowers teams in the field, while the web app gives managers the visibility and control they've always wanted. Through the Repsly Manager's console you are able to add both Back Office Users and new Representatives that can use the mobile app.
Adding a New User to the Back Office
How Do I Create a New Representative?
Comments
0 comments
Article is closed for comments.