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 in one by one or in bulk?
- Improve assignment visibility by seeing which reps are assigned to what places?
- Improve appointment flexibility by managing Rep's schedule?
- Improve your team flexibility by allowing your reps to edit their own Schedules
- Easily fix time and mileage errors by editing the Time and Mileage reports from the back end