Owner & Admin Questions

FieldRoutes

FieldRoutes - Set Up & Use

Training Library

How to add to or edit your Training Library

Offices and Teams

How to add/edit Offices and Teams

Roles & Permissions

How to Manage Roles & Permissions

What does having roles & permissions do?

Leaderboard

Leaderboard Overview

Updating Your Verified Door Knock (VDK) Distance

What is a Verified Door Knock (VDK)?

Leaderboard Statistic - External Source option

How to Create an Appointment Outcome Leaderboard

How do I create custom stats for my leaderboard?

Reviews

How does linking RepCard with my company's Google page reviews work?

How Contacts Leave Reviews Using Sync Features (e.g., Google, BBB, Facebook)

User Management

Adding users to my Enterprise account

How to Move an Existing User to Your Team

Reactivate a user

How to remove or deactivate a user from your enterprise account

How to view my reps location on the map

Bulk User Management in RepCard: Deactivation, Reactivation and Removal Process

Customizing your Enterprise account

Custom Fields/Tabs

Navigation Controls & Custom Layout

Customizing your ID Badge

Company Logo and additional Info

How to update your company info on the RepCard website

How can I create a custom contact status?

White Label URL

White Label URL

Calendar Questions

Learn how to use RepCard Calendars!

Appointment Confirmation/Reminder Cheat Codes

How to set up a custom calendar to book multiple appointments to one closer

How do I use the Rolling Calendar for my company?

Calendar Overview

Questions

In-App Broadcast

How to Assign an Area

Weekly Owners & Admins Webinar

What is a Global Pin?

How do I set "Send Business Card" preferences for users?

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