How to Resolve Contacts That Fail to Sync in Gmail
Repfabric Sync+ will not synchronize contacts in your email contact list to Repfabric in some cases to avoid mismatches between your contacts in Gmai...
How to Update Opportunities in Bulk
You can now update multiple opportunities at the same time. You can update “Follow Up Date” and the other 2 date fields in an opportuni...
Private Teams – What are they used for?
In addition to a Sales Team, you can also create and use “Private Teams.”
They are used to limit visibility to companies.
Examp...
‘Update Selected’ vs Reimport
There are certain fields that can not be updated in a company using the “Reimport” function. Fields applicable for Company update: Name,...
Hide Parent Company Contacts in Child Contact List
If you use “Parent Companies” you will notice that the contacts for the parent company will be displayed when looking at the contacts on...
Importing IS Quote Information
There are two methods for importing information from IS Quote. In order for this to work, please make sure you have configured your IS Quote to Re...
How do Commission Exception Splits work?
Commission exception splits may not be what you think they are. Commission exception splits are for the exceptions used when you want a different p...
Watchers Using the “@” symbol
A watcher is a specific person on your team that you want to include in to an opportunity, a job, or a quote where the person normally would not see...
Quote and Job Tracking Processes with IS Quote Integration (video)
This training is intended for owners, administrators and quote preparers in your company.
Let’s talk about best practices for when you h...
Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...