In the following video, we introduce you to our Mass Scheduling feature using Actions.
If you are subscribed to Scheduling, you have the ability to take action on your business insights by scheduling rep visits to multiple Places at once.
Using the Actions tab you are able to filter down to a specific targeted segment of Places and then schedule place visits. After selecting your segment of places, select to Schedule a Visit, assign representatives to perform each visit, set a due-by date, give the visit a description, and, optionally assign tasks to be performed at each visit.
This video was a part of our Repsly U webinar series. If you found this video helpful and would like to join upcoming sessions live (where you can even ask questions), register here!