Goals: Achieving a sales dollar goal at a customer [system-driven]
Setting a Sales Amount goal for a specific Customer...
How to Log Email to Existing Opportunity in Sync+ Gmail
You can log an email to an opportunity that you created at an earlier time in Gmail on your desktop.
1. Left click desired email.
2. ...
What happens if you delete contacts from your Outlook
When deleting a contact from Outlook it will depend on what type of Sync your company is using. There is 2-way sync and 1-way sync.
2-Way Sync:...
Repfabric User Manual (Gmail)
Click the button to open the PDF and save a copy to your computer.
Repfabric User Manual (Outlook)
Click the button at bottom of page to open the PDF and then save a copy to your computer.
3.0-Repfabric-Big-Book-Outlook-2022Download
What are User Custom Features
Custom User Features List and Description
User custom features allow you to turn on or off certain abilities in Repfabric for each user. Here...
Bulk-How to Change Sales Team on Company Records
There may be a day where you want to change the Sales Team on a company. *If you are trying to merge companies to clean up duplicate accounts, this...
Parent Companies – How Do They Work – How to Set Them Up
“How does the parent company relate to functions within the system?”
Parent companies can be assigned to any type of company. It could...