Free Sales Route Planner - Blog

Field Sales: How To Succeed On The Go

Monica Cloud /

What is Field Sales? Field sales, also commonly known as outside sales, is the process where sales representatives from companies visit leads and sell to them in person. Instead of spending time in the office, field sales representatives are always on the go, meeting up with potential customers and building relationships. A field sales representative… Read more »

How-to add an Account on RepMove

Dillon B /

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

Dillon B /

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

Dillon B /

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

Dillon B /

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

Dillon B /

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

Dillon B /

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

Dillon B /

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

Dillon B /

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.