In Repsly, there are two ways to enter a new account via the mobile app.
Pick From Map feature allows you to source new leads while they are active in the field. Repsly Mobile App will use the GPS location to find similar, new stores in the immediate area.
Create your own feature allows you to enter a new store from the field and create new leads.
Entering a New Place using Pick From Map feature
1. Click the My Places tab.
2. Click on the New button (iOS) or red + button (Android).
3. You can then choose the option Pick From Map, by clicking on the corresponding button.
4. You will be taken to a screen that shows new leads in your area (Note: these leads are based on your current list of places and your current GPS location).
You will now be able to choose between your current location and the geolocation based on the Place address. When you enter a new place, the current geolocation will automatically populate in the address field. You can erase that address and choose the actual address. When you start typing the address a drop-down menu will appear with a few options, so make sure to select the right one.
5. Click on the lead you want to visit. You can then add their contact information to your Place's list.
Entering a new Place using Create your own feature
1. Click the My Places tab.
2. Click on the New button (iOS) or red + button (Android).
3. You can then choose the option Add your own, by clicking on the small red pen button.
5. You can type in the name of the store and add its address. A few addresses will pop up, so make sure to select the correct one.
Results
After creating a new place from the field, the place will be listed on the Place list in the Backoffice. It will be visible to both backoffice users and other representatives.
