Having representatives in multiple territories within your Territory hierarchy can improve your business and field team organisation. In the following video guide, we show you how to assign reps to their Territories.
Articles in this section
- When to use Rep Place & / or Territory Assignment
- How to Create a New Representative or import multiple reps?
- How to remove a Representative?
- How to enable your reps to reset their password from the mobile app
- How to Check If My Rep is Synced to Repsly (VIDEO)
- How to assign reps to specific places one by one or in bulk?
- How to find which reps are assigned to which specific places
- How to manage Rep's schedule
- How to allow your reps to edit their own Schedules
- How to edit the Time and Mileage reports from the web app