In Repsly you can create Forms and assign them to specific Representatives or connect them to Places with specific Place Tags.
To do that just open the form you want to assign to a specific Representative or a Place and simply type in the names of the reps you wish to have access to the Form or Places with Place Tags you want this Form to be visible to and click on Save.
We show you how to do that in the video below:
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!