Goals: Setting up and working with tagged groups
Tagged groups and how they can benefit you...
Goals: Setting and measuring sales $ performance for a specific line [system-driven]
Measuring dollar sales performance for a specific Manufacturing/Product Line...
Goals: Setting up and cascading company sales activity performance metrics goals [system-driven]
Setting up a cascading sales activity goal to measure performance metrics...
Goals: Achieving a sales dollar goal at a customer [system-driven]
Setting a Sales Amount goal for a specific Customer...
Goals: Setting up custom goals (e.g. Learning a new manufacturer product)
Setting up and maintaining custom goals
A custo...
Goals: Tracking my personal sales activity and wins
My Personal Sales Performance...
Company Types – how they work
When you first start using your Repfabric instance, it will have four “Company Types” by default. You will find them in “Settings&#...
Hide Parent Company Contacts
You can prevent the parent company contacts from being displayed in the “Contacts” tab of the child company. It can be done by someone i...