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Year: 2020
Repfabric Knowledge Base
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Blog
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2020
Commissionable Transaction Detail
How to import Sales from Budde Marketing
Budde Marketing is an integration to Repfabric direct from manufacturers’ data that Budde Marketing aggregates. When you go to Import...
Kim Kininmonth
August 10, 2020
CRM Sync
How can I get a newsletter list into MailChimp, Constant Contact or AutoKlose?
Does Repfabric do mass or bulk emailing? There are two ways to send mass, auto, or bulk emails from Repfabric. One is an automated activity from a...
Kim Kininmonth
August 10, 2020
CRM Sync
Configuration of ISQuote for Repfabric
ISQuote is an industry leader in quote preparation and job tracking for the construction industry. Repfabric and ISQuote have built a bridge betwee...
Learning Administrator
August 7, 2020
Commissions Training
Import Transactions – Mapping Practice Sheet
How does mapping in Repfabric work? How can I create a map? The goal of Repfabric mapping is to save you time on preparing the spreadsheet. Once y...
Kim Kininmonth
July 31, 2020
Knowledge Base
Repfabric User Manual -Sales
Click the icon to view and/or download a copy of the Repfabric User Manual for Sales (Outlook) Outlook version Click the link below to view and...
Kim Kininmonth
July 27, 2020
Opportunities
How to Create an Opportunity in Sync+ in Gmail
Click here to view the detailed tutorial on creating an opportunity online. All the fields are explained in greater detail. To access Sync+ in Gma...
Kim Kininmonth
July 7, 2020
Opportunities
How to Create an Opportunity in Repfabric Online
Click here to view the tutorial “How to Create an Opportunity in Repfabric Sync+ for Outlook” You add an opportunity in the system to...
Kim Kininmonth
July 7, 2020
Contacts
Autoklose Configuration and Usage
If you have a subscription to Autoklose, which is a market leading targeted email marketing platform (which you can obtain with special discounts by...
Learning Administrator
July 7, 2020
Commission Details
Sales & Commission Reports – who can see what & where?
Sales Reports Commission Reports This document is proprietary and confidential No part of this document may be disclosed in any ma...
Kim Kininmonth
June 19, 2020
Email
How to ‘Disconnect’ and Re-authorize Repfabric Sync+ in email
** For best results, please log into Office.com and use Outlook online Please follow the instructions below to “disconnect” and re-authorize you...
Kim Kininmonth
June 12, 2020
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