How to Merge Companies – tutorial
*Before starting this process check both company records and make sure “Company Type” and “Sales Team” are the same in both companies. If not, make...
How to eliminate duplicate company records using ‘merge to’ function
Created by: Nancy Lucas
Modified on: Tue, 19 Mar, 2019 at 10:05 AM
A PPT is attached that fully illustrates how to use the merge fu...
How to Create An App Specific Password In Gmail
Created by: Jack Charles
Modified on: Thu, 10 Jan, 2019 at 4:21 PM
1. Go to your Google Account.
2. On the left navigation panel,...
Repfabric CRM Server Error: Salesman ID not visible to the user – what do I do?
Created by: John Mitchell
Modified on: Mon, 17 Jun, 2019 at 5:39 PM
You are adding a new company or opportunity via your email plugin fro...
Setting up Sync+ (Gmail Users)
To open GMAIL and use the Repfabric Sync+ tool, you must use Chrome. Microsoft Edge does not allow the add-in to be used.
Repfabric Sync...
How to install Outlook Sync+ Globally for your users
Created by: Caleb Waters
Modified on: Tue, 12 Mar, 2019 at 4:07 PM
Requirements:
Office 365 account with Admin Level permissions
Fi...
Setting up Sync+ (Outlook Online & Desktop)
How to Setup up Repfabric Sync+ in Outlook
Separate instructions to set up Gmail, click here: “Setting up Sync+ in Gmail“
IMPORTANT...