From the home screen, click the “+” icon in the upper right hand corner, that will take you directly to the create account page. The only information required here is an account name, but you can select a category and a color to represent that… Read More »How To: Add An Account
How To | Documentation for RepMove
How To is used to show the end-users on how to use different parts of the RepMove application.
Steps to import: Download the spreadsheet. Populate the spreadsheet with the data, only AccountName/ProspectName is mandatory field. Send the file to yourself over email or any other way. Save the file locally on your phone. Select the spreadsheet via the RepMove app, by going to… Read More »How To: Bulk Import Accounts/Prospects to RepMove
Steps: From Home Screen, click green “Daily Route” button Select the Date for route Click green “create daily route” button Build route by selecting a start (ex. first stop) and end (ex. home) location Select all stops for the day (from account and/or prospect list).… Read More »How To: Create Daily Route