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 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?
- Improve assignment visibility by seeing which reps are assigned to what places?
- Improve appointment flexibility by managing Rep's schedule?
- Improve your team flexibility by allowing your reps to edit their own Schedules
- Easily fix time and mileage errors by editing the Time and Mileage reports from the back end
- Enhance your data sharing by enabling your Reps to send emails directly from their mobile devices
- How to edit representative assignments with the Territory builder?
- How to assign reps their Territories (VIDEO)
- Improve visibility and organization by restricting rep access to their territory