What does “Globally Visible” do in a contact record?
If you are not on a sales team for a customer, you will not be able to see the contacts for that company. If you check the “Globally Visible&#...
What is a ‘Primary’ Contact?
The “Primary” check box is to make a person the main contact on an account. This means it will automatically populate their name in an Op...
Opportunity Owner Change email Notifications
There is a feature in Repfabric that will send a email notification to the new “‘Opportunity Owner.”
If you change the owner o...
Available User Custom Features
There is a tab in each individual user for “User Custom Features.” You can also access the “User Custom Features” for the en...
Feature Reveal December 2020 (video)
Click here to watch the feature reveal video
For the Salesperson:
Training “Always On” & Schedules, 411 ClassKnowledgebase and Tutorial...
Parent Company – Child Company Relationships
A company within Repfabric can be made to be a ‘child’ of another company. To make a company a child company, use the lookup button in the parent fie...