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  1. Repsly Knowledge Base
  2. Web Tips and Tricks
  3. Actions

Actions

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  • How to assign a price list to multiple places
  • How to filter Forms in the Actions tab (VIDEO)
  • Introduction to scheduling with the Actions tab (VIDEO)
  • How to use the filters in Action Tab to gain valuable insights
  • How to build filters in Actions (VIDEO)
  • How to save filters?
  • How to use filters in Actions (VIDEO)
  • How to find places that haven't been recently visited in the web portal
  • Running promotions and taking Action with Multiple Price Lists (VIDEO)
  • How to mass schedule in the Actions tab
  • Use Mass Scheduling to Improve Coverage (VIDEO)
  • Improve planning with Mass Scheduling (VIDEO)
  • How to filter places in the Actions tab
  • How to filter places based on the activity status of Forms in Actions
  • How to assign representatives to places in the Actions tab
  • How to assign Representatives to Places in the Actions tab (VIDEO)
  • Assign reps and tags in bulk via Actions
  • How to (de)activate multiple places in Actions
  • How to change the status of multiple places in Actions
  • How to set place tags for multiple places in Actions tab
  • How to set place tags for multiple places in Actions tab (VIDEO)
  • How to track Out of Stocks using Mass scheduling (VIDEO)
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