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)
- Optimize your data and client information in the Places Tab (VIDEO)
- Group your clients by creating and managing Territories for your Reps and Places
- Easily group your clients and create different teams by using Territories
- Welcome to Territory Hierarchies