Assigning Forms to Places or Reps
Repsly allows you to customize which places and reps can have access to what particular forms.
Forms will be visible in the Repsly Mobile app in any matching places and by any matching reps. You can limit visibility to places with specific tags, and to specific reps by name. This cuts down on confusion, and thus makes your reps more efficient in the field.
How to assign a Form tag
1. Click on the Forms Tab.
2. Click on the magnifying glass beside the form you wish to assign to a particular place or rep.
3. In order to tag a form to a place, select a tag assigned to that place to sync that form with that specific place.
By doing this you will make only places with that tag have access to that form.
Basically, a place and a form have to share a common tag in order for this to work.
4. In order to assign forms to reps simply type in the names of the reps, you wish to have access to the form.
5. After assigning tags or rep assignments to forms, Save the assignments.
By assigning place tags to forms, you will limit which places have access to that form. By tagging your forms with place tags, reps will only see a list of forms that need to fill out at that particular place - they will not see any additional forms.
By assigning rep's names to forms you make it possible for your reps to only fill out forms that are part of their specific place visits. This helps create a structure for teams that have different jobs while in the field.