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Create Account

Create Customers, Satellites, and Prospects from your Web-based Dashboard or from your RepMove app

Web-based Dashboard

  1. Go to Accounts on the left navigation bar.Acc&Prosp

  2. Click the green plus (+) on the top right and select Create accounts.plus

  3. Populate the data, select the Type, and click Save.Create Accounts/Prospects pop-up

Mobile

  1. Open your RepMove app and click the top right plus (+) icon.
    Map_phone_plus
  2. Select either customer or prospect and fill in the fields. You can also tap the icon to the top right of the screen to automatically scan a business card to populate the fields. 

    Create account 2business card scan
  3. You can add an address directly from the map by tapping the map pin in the Search Address bar and selecting the location of the Account you want to add.
    Create account 4map pin address in map phone