Getting Started - Account Set-Up Basics

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 Import 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.  

How Do I Create a Form?

How Do I Edit a Form?

Assigning Form to Specific Places or Reps 

*** PRO - TIP

How Do I Add Logic to Forms?

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 bother 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?