This article's purpose is to offer assistance to any managers looking for tips/tricks on how to begin setting up their Repsly Account. Make sure to also check out the mobile training guide!
There are 3 basics things you should be doing to get your Repsly Account up to and running.
1. Setting up your Places
2. Creating Forms
3. Adding Users
Setting Up Your Places
You can upload the places that your Representatives visit. These uploaded places will allow your Representatives to check in to them, fill out forms and orders, and do various other tasks while at these places.
How Do I Enter a New Place into Repsly
How Do I change Data for a Place?
The Forms feature within Repsly allows management to create documents that the representatives can fill out in the field, allowing real-time data collection. Create an unlimited number of your own mobile data collection forms, or customize one of the existing templates from the free Repsly forms library to get started.
Assigning Form to Specific Places or Reps
Repsly's all-in-one field management tool gives teams everything they need to execute at the highest level. The world's most intuitive productivity app empowers teams in the field, while the web app gives managers the visibility and control they've always wanted. Through the Repsly Manager's console, you can add back-office users and new representatives who can use the mobile app.
Adding a New User to the Back Office
How Do I Create a New Representative?