Learn
This is the category for users who need help with the how-Tos.
How to Connect Your RepMove Account to Zapier
Connecting to Zapier will give you endless possibilities of integrating RepMove to the workflow apps you’re already using. For example, you can easily set a 2-way integration between your existing CRM and RepMove. To access the RepMove integration, please click this link then click “Start using RepMove now!” After that, once you’re in the invitation… Read more »
How-to add an Account on RepMove
This video will show you the steps of adding a new Account on the RepMove application. 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… Read more »
How-to create a Task
There are actually two ways to create a task. The first thing you’ll want to do is determine if you want task notifications on; so in order to do that, you’ll go to settings down at the lower right. Select push notifications. And then toggle on task notifications. Here you’ll be able to set three different… Read more »
How-to Send Mass Emails to all of your Accounts and Prospects
This How-to video will show you how to easily send mass emails to all of or a selected list of your accounts and prospects in the RepMove app.
How-to add a Prospect to the RepMove app
This video will teach you how-to add prospects into the RepMove app. Prospects are potential customers that you will easily be able to convert to your account list when they are converted.
How-to create and email Mileage Reports
This how-to video will show you how to create, email your mileage report. You will also learn how you can automatically set your mileage report to be emailed at the timeframe of your choice.
How-to Bulk Import Accounts and Prospects from a Spreadsheet to the RepMove App
This video will walk you through the steps of bulk importing your accounts and prospects to the RepMove app. 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… Read more »
How-to create your Daily Route
In this video we will teach you how to create your daily route on the RepMove App. From the home screen, click the green “daily route” button then select the date you would like for your route. Then click the green “create daily route” button and now you will begin to build your route. Select… Read more »
How-to move a Prospect to your Account List
This video will show you how to move a Prospect to your Account list. This video will also show you how to deactivate a prospect to take it of off your list and reactivate the prospect if you would like to come back to it in the future.
Download and Try RepMove for free!
Head to the app store links below and download your sales app now. Start for free and unlock enhanced features through additional paid packages.
Let us help you stay organized and motivated to excel in your career!
