Web Tips and Tricks
Account Managment
- View, create, and manage user profiles in one place in the Repsly web app
- Managing single user profiles in the Repsly web app
- Unified User List: Backoffice user and Representative
- How to read the values of an exported Time & Mileage report
- Enterprise SSO: Upgrade your software security with seamless user authentication
- Repsly System Requirements
Activity feed
- Retiring "What's on your mind?" Feature
- How to save filters
- How to comment on activities received from the field
- How rep activities in different time zone are displayed
- How to export your Place visit report
- Why doesn't my reps mileage show up
API documentation
Audits
Document Library
Forms
- Multi-Photo Form Questions
- How to Track Rep Skills and Attributes in the Team Database (and set up your database with a rep survey)
- How to export content of filled out forms into an Excel or .csv file?
- How to send a link to a specific Form
- How to save your Forms as PDF documents
- How to edit a submitted form in the web portal
Getting started
Messaging
New Repsly Experience
Notes
Photos
Places
- How to assign tags to places in bulk
- How to update your place geolocation in the Backoffice
- How to use Map Selection for greater control creating territories, scheduling work, and managing Places
- How to Organize and Manage Your Large Customer Accounts in Repsly
- How to use Accounts
- How to export your place visit list
Products
- MIN & MAX product quantities on Pricelist
- How to configure your Product Catalog in Repsly
- How to create Product group and add Products
- How to add products into Repsly
- How to make a product available on a pricelist for a certain time period
- How to import photos for products (Order catalogue)
Projects
- How do I know if a project is published to the job board?
- How can I tell how a project is performing on the job board?
- How do reps claim and execute jobs?
- How can I edit representative parameters?
- How can I import a list of project visits?
- How do reps find jobs?
Retail Sales Reporting Set-Up Guides
Reports
- How to Report on Your Form Data From The Field
- How to use the Ranking report
- How to use your Rep and Place Report tab
- How to set up automated emails for Reports
- How to create and use your custom dashboard
- Introduction to the Reports tab
Schedule
- Improved Schedule Timeline View In Web App
- Improvements to Schedule Import/Export
- What is new in our Schedule feature
- How to set all Tasks as mandatory
- How to delete multiple scheduled visits
- How to export Schedules
Sales Documents
- How to enable discounts for your Sales documents
- How to organize your Sales documents by editing / adding Tags
- How to assign Price lists to your Sales Documents
- How to create your Sales documents
- How to find and export your Sales documents sent to the Repsly Backoffice
- How to filter your Sales documents by Status or Tags
Territories
Users
- Evolution of the Repsly Web Application with the Introduction of User Feature
- Unified User Migration Details
- How to import user list
- How to export new user list
- How to add new users
- How to reactivate or deactivate users