Having trouble keeping track of your visits planned for the day or remembering new visits scheduled for you during the day? Follow the simple steps below to add visit plans to your Repsly Schedule.
With permission, reps are allowed to create and manage their visits on their mobile devices. This allows them to create the next point of contact with a client directly from the field.
Adding a Scheduled Visit to your Calendar on the Mobile App
1. Click on Places tab.
2. Select the place you wish to visit.
3. Click on Schedule tab.
4. Pick a date for the visit. Then click the Schedule New Visit button.
5. This will allow you to select the date and time for the visit. On this page, reps can also select whether or not the visit is recurring and leave a note for themselves about the visit. Click the Done button to save the visit.
Once these steps have been completed the visit will be saved for the rep on their schedule.
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