Scheduling in Repsly
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.
How to Schedule a Visit
1. Click on the Schedule tab. Click on the + icon.
2. This will allow you to select the date and time for the visit to the Place you choose. On this page, reps can also select whether or not the visit is recurring and leave a note for themselves about the visit. Click Save button.
3. After that, you will see the Visit details. Clicking on the pencil icon you can always edit your visit details
This will allow your reps to create scheduled visits for themselves directly from their mobile device.