Repsly allows Managers to create place visits for their reps. By adding visits to the rep's calendar, Managers can easily adjust rep's calendars with just a few clicks!
Creating Scheduled Visits
1. Click on the Users tab. You can select a Representative.
2. Click on the Schedule tab.
4. Select a date for the place visit.
5. Fill out the necessary fields for the visit. Choose a place and time. You can also add a note for the Rep. You can also choose to have this visit repeat.
7. Once the visit is set up, click the Save button.
Result
The visit will be added to the rep's calendar on the Backoffice and also on the rep's schedule on the Repsly Mobile application.
The visit will be added to the rep's calendar on the Backoffice and also on the rep's schedule on the Repsly Mobile application.
The visit will be added to the rep's calendar on the Backoffice and also on the rep's schedule on the Repsly Mobile application.