In the following video, we introduce you to our Mass Scheduling feature using Actions.
If you are subscribed to the scheduling module you have the ability to take action on your business insights by scheduling rep visits to whole Segments of places at once.
Using the Actions tab you are able to filter down to a specific targeted segment of Places. You are then able to schedule place visits to occur at each place, all at once. 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!