Date Format Error: Explained!
Date Format Error Prevention: It is important to know if the date in your spreadsheet is formatted as an Excel date or is formatted as text.&nb...
Automated Marketing & Prospecting (video) Using Opportunity Stage Actions
This video will give you an overview of the automation process you can use in Opportunities using Opportunity Stages.
Alias on Primary and Secondary Customer Combined AKA Combo Aliasing: When? Why? How?
Combo Aliasing can be used to specify the correct Primary Customer based on the Secondary Customer (and vice versa) in commission reports. When...
Purchase Order Tracking Webinar 1-21-21 (video)
This webinar describes the features of Repfabric for the following processes, and is essential to view if you want to track purchase orders through t...
How to Close an Opportunity
The purpose of closing an opportunity is to remove it from the opportunity list that you use to follow up with the customer, while reporting to the m...