My Repfabric Sync+ button is missing or greyed out
There are some reasons the Repfabric Sync+ icon is missing or greyed out.
You must be in the “Home” tab in Outlook. (1st image)When us...
Video- How to Create a Basic Living Report
Click the “Play” arrow to watch the video.
Click the icon to download list of URLs
Click “File” > “Save As...
How to make a call from Repfabric mobile app and be prompted to create AJ
If you make a call from your RF mobile app, it will ask if you’d like to create an Activity Journal for the person you just spoke with. Watch...
Video – How to Create Activity Journal in 60 Seconds
This video will show you the very basics of how to create an AJ in less than one minute.
This video will show you the step-by-step instruction...
CRMSync History Report
The Sync History report will tell you which fields have been updated for opportunities of a specific manufacturer. You can use this information to o...
How to Mark Contacts “Personal” in Gmail
In Gmail contacts, make sure you have a label called “Personal.” Open the desired contact.
1. Click the “Label” icon.
2. Click...
Loop in many others with Watcher Groups
A watcher group is a team of people such as “Inside Sales” that you can loop into an opportunity, quote, po or job with a simple addition...
The Call Planner
With Repfabric, Sales Reps who are out in the field making sales calls can set up Call Planner campaigns: reaching out to clients and customers to se...
Your Training is Already Scheduled!
Your company management has already decided your training path, s...
CRMSync Opportunities in Sales Rep Manual Mode
Repfabric can synchronize opportunities in other ERP and CRM systems including Salesforce, SugarCRM, Zoho, Intuitive and many more.
Currently ther...