Repsly

Author: m | 2025-04-24

Repsly U: The Power of Sales Document; Repsly U: The Power of Audits; Repsly U: The Power of Forms; Repsly U: Introducing Projects; Repsly U: Introducing the New iOS App Experience; Repsly U: Executing Summer Promotions with Repsly; Repsly U: How to Optimize You Account with Place and Rep Attributes; Repsly U: Starting 2025 Strong with Repsly ‎Download apps by Repsly, Inc, including Repsly and Repsly Classic.

Repsly U: Starting 2025 Strong with Repsly - Repsly Knowledge

Account Management How to send the issue report on the Android Repsly application How to change the language on the Mobile App? How to update the profile picture Improved Android Navigation How to send the issue report on the iOS Repsly application Changes about "Location service" permission in the Android mobile app See all 9 articles Activities Unlimited Data Retrieval for Activity & Place Feed Find your activity statistics using the Summary Tab on the Repsly mobile app How to find and edit your submitted place notes? How to check into a place to complete an activity? How to delete a comment from an activity What is the unable to sync message and how to fix this issue See all 7 articles Forms New Form Design on Android Mobile App How to fill out and send Forms from the Mobile app How to fill out and send forms using the Repsly Mobile app Messaging How to mute a message/conversation in the mobile app How to send a message from the mobile app messenger How to mention a user in a group message in the mobile app? Notifications What does the Notification tab show on the Repsly Mobile app How to mute notifications on the mobile app Places How to use Account filter in the Place list How to make a note activity on a place How to search for a place by the place's specific code How does the Pick from Map feature work on Mobile devices How to enter a note about an account in the place profile How to find a place and check into it in the Repsly Mobile app See all 10 articles Products How to search for products by code in the Repsly mobile app How to find the product list in the Repsly Mobile app Photos How to upload multiple photos from your device gallery to Repsly How to take a photo using the Repsly Mobile App How to delete a photo using the Repsly Mobile App How to save photos from Repsly to your mobile device Retail Audits How to fill out a Retail Audit using the Repsly Mobile app Schedule Route Optimization Tool How to view all the visits for a specific place using the Repsly Mobile app How to schedule visits using the Repsly mobile app How to update/change the date and time of an existing schedule using the Repsly mobile app How to see your tasks for the day How to review the details of an upcoming visit in the Repsly mobile app See all 7 articles Sales documents How to find your Sales documents in the Summary report

Repsly System Requirements – Repsly Knowledge Base

Export your place visit list See all 25 articles Products How to set up Product Custom Attributes How to use Custom Product Attributes Bulk Management of Additional Barcodes via Product Import/Export Adding & Scanning Multiple Barcodes Per Product MIN & MAX product quantities on Pricelist How to configure your Product Catalog in Repsly See all 18 articles Projects How do I know if a project is published to the job board? How can I tell how a project is performing on the job board? How do reps claim and execute jobs? How can I edit representative parameters? How can I import a list of project visits? How do reps find jobs? See all 15 articles Retail Sales Reporting Set-Up Guides How to bring your POS data into Repsly How to bring your Walmart sales data into Repsly How to bring your Target sales data into Repsly How to bring your Whole Foods Market sales data into Repsly How to bring your IRI sales data into Repsly How to bring your Kroger sales data into Repsly Reports How to Report on Your Form Data From The Field How to use the Ranking report How to use your Rep and Place Report tab How to set up automated emails for Reports Introduction to the Reports tab Introducing Insights Dashboards! See all 8 articles Schedule Improved Schedule Timeline View In Web App Improvements to Schedule Import/Export What is new in our Schedule feature How to set all Tasks as mandatory How to delete multiple scheduled visits How to export Schedules See all 12 articles Sales Documents How to enable discounts for your Sales documents How to organize your Sales documents by editing / adding Tags How to assign Price lists to your Sales Documents How to create your Sales documents How to find and export your Sales documents sent to the Repsly Backoffice How to filter your Sales documents by Status or Tags See all 7 articles Territories How to transfer reps to another territory How to assign multiple places to a territory in Places How to edit Place assignments with the Territory builder Users Evolution of the Repsly Web Application with the Introduction of User Feature Unified User Migration Details How to import user list How to export new user list How to reactivate or deactivate users How to manage your representatives with custom attributes See all 11 articles

Repsly U: The Power of Reports – Repsly Knowledge Base

Main sources of retail execution data (Activity, Observational, and Sales). Together, these three types of data give CPG sales and marketing organizations a complete picture of how their products are presented, sold, and supported in all of their accounts, shining a light on how and when brands can deploy their field teams to have the biggest impact in the store.Repsly and BeyondAnd we’re not done yet; we’re still constantly evolving to meet the needs of the retail industry. For 10 years, we’ve provided best-in-class solutions to CPG field teams all across the globe. Through conversations with customers like you, we realized there were complex needs across your brand that Repsly could help solve.It’s been an incredible journey so far, and we’re already looking forward to the next 10 years of Repsly. Where will we be? Who knows. But we know for sure that it’ll be equipping brands with the tools they need to make data-driven insights to achieve peak performance in the field. Download the 2025 Outlook Report Ready to stand out on the shelves in 2025? Learn how industry leaders are gearing up to dominate the retail space. Don’t get left behind—download your copy of the report now! Ben Weiner Ben is Repsly's content marketing manager, focusing on digital storytelling through blogs, video and podcast production, and social media. He recently served as Bullhorn’s senior content marketing specialist and is also the founder of InVision Media, a video production company that helped small businesses promote their message. Before joining the workforce, Ben was the captain, president, and social media manager of the men's ice hockey team at the University of Maryland. In his spare time, he enjoys rollerblading with his dog Chewbacca, watching the Boston Bruins, listening to classic rock, and playing competitive games of Settlers of Catan. Follow Ben on Twitter: @bennybyline.. Repsly U: The Power of Sales Document; Repsly U: The Power of Audits; Repsly U: The Power of Forms; Repsly U: Introducing Projects; Repsly U: Introducing the New iOS App Experience; Repsly U: Executing Summer Promotions with Repsly; Repsly U: How to Optimize You Account with Place and Rep Attributes; Repsly U: Starting 2025 Strong with Repsly

Repsly U: The Power of Audits – Repsly Knowledge Base

Follow Are your photos missing in the back office? Are you seeing a unsent activities tab under your menu barSometimes, you can experience sync issues even when working online due to poor internet connection. Especially if taking photos with a poor internet connection, it can happen that the photos can't sync right away due to a large amount of data or data size our servers are trying to pull up. Because of this reason, the pictures you take may appear as broken in the back office feed. They will remain that way until your app synchronizes properly with Repsly servers.The most important thing is never to delete the Repsly app if you are experiencing synchronization issues, for if you do, the data that has not yet reached our servers will be deleted and unretrievable. Here is how you can resolve the issue:1. Log into your Repsly app and open the Place.Make sure you have a strong internet connection and perform a pull-down-to-refresh.Place one finger on the middle part of the screen, then without lifting your finger, drag the screen downward and release it when you reach the bottom of your screen with your finger.This will signal the application to refresh the screen's contents and synchronize to the back office.2. If you would like to know which activities are not properly synced, please open the Menu tab and click on Unsent Activities3. On the next screen you will see the list of the activities that did not sync.4. Click on ! icon to see what is the error messageIf the unsent activities tab does not go away, you can just try to log out of your Repsly app, log back in, and go back to step 1.If the issue persists, your Internet connection isn't good enough. You should try the steps again when you find a better connection. Generally, the pictures will synchronize overnight, if you are connected to WiFi, just make sure you do not delete the app from your device to avoid data loss.ResultThe red bar with the Unable to sync message will be gone, your app will be properly synced to Repsly servers, and all your data will be visible to backoffice users. Related articles What is the unable to sync message and how to fix this issue How to use the Repsly mobile app without Internet connection? Repsly System Requirements How to switch Territories on the mobile app How to find and edit your submitted place notes?

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Account Managment How to Access Repsly's Insights Dashboards as a Third-Party User Password Policy Update: Strengthening Your Account Security How to Activate Check-Out Radius Managing Your Repsly Users Why should I update my password? How to reset password from the Backoffice See all 23 articles Activity feed How to save filters How to comment on activities received from the field How rep activities in different time zone are displayed How to export your Place visit report How to delete activities from the web (photos, notes, forms, orders) How to review the location and activities of your field team See all 8 articles API documentation How to integrate Repsly by using APIs Audits How to export your Retail Audits How to assign your Retail Audits to certain places How to create and use Retail Audits Best Practices Best Practices for importing Places Best Practices for using the Territories Best Practices for Schedule Best Practices for Time and Mileage issues Best Practices for managing and adding new Users Files Limited file types Visibility setting in Folders How to use Document Library in Backoffice How to attach files to forms How to link Files to Places Forms New Form Preview and Editing Experience on the Web Set Form Visibility by Custom Rep Attributes How to add conditional questions and question groups to Forms What does Auto-fill on open in Forms mean How to assign Forms to specific Places or Reps How to Use Multiple Choice Selections in Forms See all 16 articles Getting started Understanding Comments and Notifications in Repsly Advanced User Set-Up Guide Getting Started - Account Set-Up Basics Messaging How to use the mentions feature in Messaging How to add an admin to a group chat in Messaging (Backoffice) How to manage messages as admin How to send group messages as an admin user from the backoffice Notes How to export notes? Photos Form Photos In Photo Gallery Introducing Enhanced Photo Details in the Repsly Photo Gallery How to e-mail Photos from the web portal How to edit Tags for Photos from the Backoffice How to see details about a photo Places How to assign tags to places in bulk How to update your place geolocation in the Backoffice How to use Map Selection for greater control creating territories, scheduling work, and managing Places How to Organize and Manage Your Large Customer Accounts in Repsly How to use Accounts How to

Repsly U: The Power of Forms – Repsly Knowledge Base

Changing as rapidly as it does these days, in-house solutions risk becoming quickly outdated. When you go with purpose-built software, innovation is part of the package. RetEx software vendors make updates and improvements on an ongoing basis, and when new integrations are available or tighter security protocols are available, they’re incorporated seamlessly. Vendors also have their finger on the pulse of retail trends, and are continually evolving their solutions to help CPGs stay out in front. At Repsly, we’re especially focused on gathering feedback and ideas from our customers. This means that our users benefit from the best practices and real-world experiences of CPGs nationwide. 4. It’s got a more stable and predictable total cost of ownership.It’s a big-ticket investment to build a retail execution solution from the ground up. At approximately $1 per line of code, it can cost up to $6 million to develop a large-scale software project. There are engineers, developers, consultants, and project managers to be paid, and in some cases new systems or even hardware to be purchased. Ongoing maintenance, upgrades, and security updates add to the expense over time—and don’t forget hidden costs like downtime and missed opportunities when internal solutions fall short.Off-the-shelf solutions come with a much more predictable total cost of ownership (TCO). With the subscription pricing models (SaaS) most vendors use, you know exactly how much you’ll be spending on your software each year. Maintenance and updates are handled by the vendor at no extra cost, as are troubleshooting and support. No surprises, no regrets.5. It gets proven results. Purpose-built solutions are used by hundreds or even thousands of CPGs brands, so there’s substantial evidence to back up their efficacy. Multiple studies show that CPGs that switch to purpose-built RetEx solutions experience higher efficiency, better retail execution, and reduced operational burdens. We can’t speak to other RetEx solutions, but with Repsly, CPG brands have gotten measurable results: A global CPG brand improved field team productivity by 30% using a pre-built solution tailored for retail operations. A North American pet food brand was able to achieve 50% more store visits after implementing a purpose-built retail execution platform.One brand, realizing they needed a retail execution tool to ensure the success of a new product launch, was able to get ramped up with Repsly in just 2.5 weeks—something that would have been impossible if they had tried to build a similar tool from scratch. Repsly U: The Power of Sales Document; Repsly U: The Power of Audits; Repsly U: The Power of Forms; Repsly U: Introducing Projects; Repsly U: Introducing the New iOS App Experience; Repsly U: Executing Summer Promotions with Repsly; Repsly U: How to Optimize You Account with Place and Rep Attributes; Repsly U: Starting 2025 Strong with Repsly