How to Create a New Contact (Online)
This PDF gives step-by-step instructions on how to create a new contact in the portal, or web version, of Repfabric. The steps also apply in the mobi...
Exporting Mailing List – Mass Email
Created by: Nancy Lucas
Modified on: Wed, 29 Aug, 2018 at 4:57 AM
It is possible to create a mass mailing list based on any combination o...
How to Export Contacts from Outlook
The explanation below is for exporting from Outlook online. Scroll to the bottom to see step-by-step instructions for Outlook desktop.
Here&#...
How to Change Sales Team on a Company Record
You can change the sales team on a single company inside the company record.
Click here to view how to reassign sales teams in bulk.
Ho...
What is the principal/manufacturer with my company name – DOCUMENTS?
Created by: Nancy Lucas
Modified on: Thu, 18 Apr, 2019 at 2:30 PM
On the configuration, we added that company record for two purposes. ...
How to Export Companies
We can Export information from the company records, you can select a range of specifics on what you want exported.
Left click “Companies.” OR le...
How to Merge Companies – tutorial
*Before starting this process check both company records and make sure “Company Type” and “Sales Team” are the same in both companies. If not, make...
How to eliminate duplicate company records using ‘merge to’ function
Created by: Nancy Lucas
Modified on: Tue, 19 Mar, 2019 at 10:05 AM
A PPT is attached that fully illustrates how to use the merge fu...
How to Create An App Specific Password In Gmail
Created by: Jack Charles
Modified on: Thu, 10 Jan, 2019 at 4:21 PM
1. Go to your Google Account.
2. On the left navigation panel,...
Repfabric CRM Server Error: Salesman ID not visible to the user – what do I do?
Created by: John Mitchell
Modified on: Mon, 17 Jun, 2019 at 5:39 PM
You are adding a new company or opportunity via your email plugin fro...