Mobile Tips and Tricks
Account Management
- How to download and install Repsly on your mobile device (VIDEO)
- How to reset your mobile app password (VIDEO)
- Repsly Systems Requirements
- How Install Repsly on your mobile device
- Start-Up Guide for Mobile Application
- How to reset your password from the mobile app
Activities
- Best practices for using Repsly (GPS guide)
- How to see and track your past activities in the Repsly mobile app?
- See your activity history in the Activities tab in the mobile app (VIDEO)
- How to delete a comment from an activity
- What is the unable to sync message and how to fix this issue
- How to Start / End your Day in Repsly?
Places
- How to enter a new Place using the Repsly Mobile app
- How to update your place geo-location
- How to find a place and check into it in the Repsly Mobile app
- How to search My Places (VIDEO)
- How to find and edit Place information in the contact tab?
- How to enter a note about an account in the place profile
Schedule
- How to see your tasks for the day
- How to schedule visits using the Repsly mobile app
- How to Use the Schedule Tab (VIDEO)
- How to update/change the date and time of an existing schedule using the Repsly mobile app
- Schedule multiple visits in bulk in the Mobile app
- How to schedule multiple visits in bulk in the Mobile app (VIDEO)
Messaging
Forms
Products
Sales documents
- How to Submit an Order (VIDEO)
- How to fill out a purchase order via Repsly mobile app
- How to email order from the mobile app (VIDEO)
- How to process a returned order on Repsly
- How to create an order or a return (VIDEO)
- How to enable line item discounts in Repsly
Retail Audits
Photos
- How to take a photo using the Repsly Mobile App
- How to delete a photo using the Repsly Mobile App
- How to add or edit photo tags and notes
- How to save photos from Repsly to your mobile device
- How to upload multiple photos from your device gallery to Repsly
- How to share and comment on a photo directly from the photo preview screen