Deirdre Stenson

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  • Get route directions with our Route optimization tool (Mobile)

    With route optimization, your team can arrange their visits on the go in a way that either follows their schedule (Timeline button) or takes mileage into account (Optimize button). The start point ...

  • How does the Pause day button work?

    Pause Day Functionality  Pause day functionality now allows reps to seamlessly switch between work hours and needed break times without disrupting ongoing workday flow, including time and mileage d...

  • How to set up automated emails for Reports

    ***Must be a back office user to do this.  In the following guide, we demonstrate how to activate or deactivate the Summary report e-mail for yourself in the web app but also how to activate or dea...

  • How to create and use your custom dashboard

    Dashboards are customizable reports that allow managers to see their data in a visual way  To create a report:  1. Press on the Reports Tab and then press on the Add Dashboard.  2. This will bring...

  • How to edit a submitted form in the web app

    One great feature in Repsly is the option to edit an already submitted form. Whatever the case is if you need to change some data in a submitted form you can easily do it from your web app. Just fo...

  • How to add your products to Forms

    Adding Products to Forms To help you capture more information through your mobile forms, we've implemented Products as a question type. Now all of your products in Repsly are instantly accessible a...

  • How to copy a Form

    Copying forms is an easy way to recreate a form. You can copy of all of the questions, alerts and logic from one form into another. This is a great way to create new forms, that are modeled from yo...

  • How to add conditional questions and question groups to Forms

    Adding Branching Logic to Forms Repsly now lets you customize the behavior of your survey/audit/check lists based on multiple conditions.  Instead of piling up numerous fields for Reps to answer, n...

  • Introducing Advanced Reporting!

    Introducing our brand new, flexible, analytics platform - Advanced Reporting. With Advanced Reporting you are able to create visual scorecards, custom dashboards and measure important business goal...