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

Representatives

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  • How to manage your representatives with custom attributes
  • How to delete or edit custom representative attributes
  • How to create and manage 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
  • How to allow your reps to edit their own Schedules
  • How to schedule and manage visits from the Representatives tab
  • How to assign reps to specific places
  • How to deactivate representatives
  • How to assign reps to Places
  • How to assign Reps to territories
  • Unhandled application error
  • How to enable your reps to reset their password from the mobile app
  • How to import or export representatives
  • How to give back-office access to a representative
  • How to Create a New Representative or import multiple reps
  • How to activate your representatives
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