In our following video guide, we show you the easiest and fastest way to assign your places to your Territory Hierarchy. We demonstrate two options, using the Actions tab and by exporting, updating and importing your places back to Repsly.
Articles in this section
- Best practices for importing
- How to enter a new place into Repsly
- How to remove a place from the list of places?
- Introduction to your place profile (VIDEO)
- How to Import Place Lists into Repsly
- How to export and update your places (VIDEO)
- How to optimize your data and client information in the Places Tab (VIDEO)
- How to create Territories
- How to group your clients and create different teams by using Territories
- Welcome to Territory Hierarchies