Representatives
- When to use Rep Place & / or Territory Assignment
- How to Create a New Representative or import multiple reps?
- How to remove a Representative
- How to remove a Representative and hide inactive Representatives (VIDEO)
- How to enable your reps to reset their password from the mobile app
- How to Check If My Rep is Synced to Repsly (VIDEO)
- How to assign reps to specific places one by one or in bulk?
- How to find which reps are assigned to which specific places
- How to schedule and manage visits from the Representatives tab
- How to allow your reps to edit their own Schedules
- How to edit the Time and Mileage reports from the web app
- How to enable your Reps to send emails directly from their mobile app
- How to edit representative assignments with the Territory builder
- How to assign reps their Territories (VIDEO)
- How to restrict rep access to their territory