Tracking Customer Orders (Purchase Orders) – An Overview
Should I even track customer orders?...
Mobile – How to get directions from a contact
In the Repfabric mobile app you can get directions with a few specific button pushes. Make sure to use it a couple times of week as practice. If you...
Opportunity Line Items relationship to “Value” and “Est annual Qty”
On the “Basic” tab in an Opportunity (called the ‘header’) are the fields for “Value” and “Est annual Qty.&...
Set up Sales Team and Split Amounts
When you set up a Sales Team there are several things to consider. Anyone who is not an “Owner” will NEED to be on a Sales Team if they...
Important Notes About Inactive Companies
When you make a company “Inactive” there are a few things you should know:
You will no longer be able to see that company in the ̶...