Web Tips and Tricks
Account Managment
- How to read the Repsly System health status page
- How to give access to 3rd Party Users
- How to upload your company logo into Repsly
- How to change the language on the Backoffice
- How to find and update my Billing Information
- How to view or change your Subscription Information
Getting started
Retail Sales Reporting Set-Up Guides
Activity feed
- How to comment on activities received from the field
- How rep activities in different time zone are displayed
- How and where to track the reps working time and mileage
- How to export your Place visit report
- How to read the values of exported Time and mileage report
- Why doesn't my reps mileage show up
Backoffice users
- How to assign Back-office users to Territories
- What do different back-office user permissions stand for
- How to limit Back-office users to certain functions
- User Roles & Permissions: The difference between the web and the mobile login
- How to give mobile access to Back-office users
- How to add a new user to the Back-office
Representatives
- How to manage your representatives with custom attributes
- How to delete or edit custom representative attributes
- How to create custom attributes for representatives
- How to restrict rep access to places
- How to enable your Reps to send emails directly from their mobile app
- How to edit the Time and Mileage reports from the web portal
Places
- How to export your place visit list
- My reps don't see a place in the Repsly mobile app. Why?
- How to create and manage your Place Statuses
- How to limit the check-in radius
- How to change the place ID
- How to edit data for a place
Territories
Products
- How to add Package Types
- How to create or import price lists
- How to set up Multiple Price Lists per Product
- How to remove a product from your product list
- How to import photos for products (Order catalogue)
- How to make a product available on a pricelist for a certain time period
Audits
Reports
- 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
- Introducing Insights Dashboard!
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
Forms
- How to Capture Rep Attributes Using Forms
- 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
- How to find completed Forms in the web portal
Notes
Photos
Schedule
- How to set all Tasks as mandatory
- How to delete multiple scheduled visits
- How to export Schedules
- How to Import Schedules
- How to schedule visits with Tasks
- How to schedule visits with Alerts