One of the great features of Repsly is that you can group your places in Territories. You can create Territories based on your specific needs and then assign places to them. If you have many places you wish to assign to a certain territory, the best approach to take is to use the Actions tab.
Below are the steps you should take to put more places in the same Territory at once.
- The Actions tab is located right next to the Activities tab. Click on it to enter.
- Select the Places from the place list you want to assign to a specific territory. You can choose all by checking the Select all box, or you can choose which places to select. You can use different filters to narrow down your Place list; in our example, we filtered them based on their Status.
When you make your selection, click on the three vertical green dots as pictured below.
- Select Assign a territory from the pop-up. Another window will appear with a drop-down menu with all your Territories to choose from. When you choose the desired territory click on Apply.
- You will see the message This action will be applied to xy place(s). Are you sure you want to proceed?
The selected Places will be assigned to the territories you selected.