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Year: 2022
Repfabric Knowledge Base
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Blog
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2022
Video
Advanced PO Tracking – Webinar
Using Repfabric to simplify the PO and commission process so you can gain more time gaining new business.
Katherine Platonova
December 19, 2022
Activity Journals
Repfabric Sales Process – GOALS (Activity Journals and Opportunities). Growing Sales in a down market – Webinar
Use Repfabric to turn your business visions into reality by proper planning and successful execution to increase your sales.
Katherine Platonova
December 16, 2022
Application Settings
How to use “Custom Label” to rename fields
There are many fields in Repfabric that you may want to rename and use for a different purpose. Some fields you should not relabel. The fields in t...
Kim Kininmonth
December 16, 2022
Sub Tables
How to set up “Tier” pricing step-by-step
If you have a list of specific pricing that will be used by specific customers, you will want to use “Tier” pricing. In this spreadsheet...
Kim Kininmonth
December 15, 2022
Home Screen
What’s New in Repfabric
January 6,2023 Preparing for a Line Review using Repfabric Using Repfabric for your Line Review will help you zoom in on exactly what your man...
Kim Kininmonth
December 15, 2022
Uncategorized
Using Quotes Module to Win More Business
Strategically and simply define your quote process and follow up to win more business with Repfabric.
Katherine Platonova
December 8, 2022
Purchase Order
Videos -How to Create a PO in Purchase Order Module
You can create a purchase order in the following places: In your instance of Repfabric onlinefrom an Opportunityby handOn the Mobile AppIn Repfabr...
Kim Kininmonth
November 30, 2022
Commission Reports
How to give a user access to commission reports for other users
Putting a user on a sales team gives them access to all the companies (contacts, opps, AJs, etc.) that are assigned to that sales team. It does NOT...
Kim Kininmonth
November 21, 2022
Pricing
Setting up Multiplier Pricing
Background Many industries operate pricing based on the “Multiplier” of the customer, which is the percentage discount off of net price th...
Learning Administrator
November 14, 2022
Commissionable Transaction Detail
Setting up Commission Defaults
Why set up Commission Defaults?...
Learning Administrator
November 14, 2022
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