Setting up your ‘Sent Mail’ connection to Outlook/GMAIL from inside Repfabric
This answers the question, “If I write an email inside Repfabric or the mobile app, will I be able to see it in my Outlook or GMAIL?”...
Sales Teams: What Can My Sales Reps and Staff Members See?
Visibility is based on sales team assignment. Sales Reps can only see their own companies, contacts, opportunities and sales/commission numbers based...
What does owner vs. owner/admin setting do?
Typically, there is one admin in the system or all owners have the role of owner with the added setting of admin.
As owner (without admin se...
Securing your data from a terminated employee
Unfortunately there are times that things just don’t work out. When you terminate an employee, the following procedure can be used...
Do you recommend a tool to memorize passwords?
A majority of our clients have trouble remembering their passwords. Some are written in a notebook. Some keep them on a spreadsheet. Others sit there...
How to Use App Specific Password for 2 Factor Authentication (2FA) with Office 365
Applies to: Microsoft account
What is 2 Factor Authentication?
If you sign into Office 365 with a password and a code from a text messag...
How to prepare for a Sales Call (Mobile App)
You can use Repfabric to very effectively prepare for a sales call in well under 5 minutes. Repfabric will tell you:
· How to get to a...
How to Use Map & Filters to Find Nearby Companies (Mobile App)
How to Use Map Filters to find nearby Companies
When you are out on the road or talking to an end user, it is often helpful to find nearby distrib...
How to Create or Edit a Contact in Outlook or Gmail Using Sync+
Repfabric makes the detection and addition of a new contact to the company contact list very simple by surfacing all contacts in an email that you re...