Assigning Reps to Specific Place
On the Repsly Web app, you can easily assign reps to specific places. If you enable this feature, only the reps assigned to a location will have access to that place, and they will be the only reps that can complete activities at that location.
How to Assign a Rep to a Place
1. Click on the Places tab.
2. Click on the arrow beside View As and choose Tabular view.
3. You will now see all your places. Use the arrows to scroll through the list until you find the Representative's name column.
6. All your Places will be listed in this view. Use the search box or apply filters to narrow down the list of places.