Getting set up
Finish your profile
Ray walks you through five quick steps — your basics, your role, where you represent, who you represent, and you're set — and your RepBud profile is ready.
7 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
What's required to finish onboarding?+
Your first name, surname, company name and company website on Step 1, plus a role on Step 2. Home city, country and LinkedIn are optional, and Step 3's markets and Step 4's represented businesses can be skipped and set later in your profile.
Can I change my role or details after onboarding?+
Yes. Onboarding captures the basics so you can get going; you can update your role, company and the rest anytime in Settings.
What happens at the last step?+
RepBud saves your profile and lands you on your welcome screen, from where ReRoot is one tap away. ReRoot reads your existing CSV or Excel export — HubSpot, Salesforce, Zoho, Google Contacts, Outlook or a plain spreadsheet — to bring your contacts and companies in.
Why does it ask me to pick a country from a list?+
Country is a set list rather than free text so it matches cleanly — reps connect with RepBuddies by country, and properties search for representation by market, so a canonical name is what makes both work.
RepBud is designed to assist, not replace, your professional judgement.