Templates – How to Use “Pitches” in Outlook/Gmail from Sync+
When you are in a NEW email, a reply or a forward (aka compose mode), you can now use “Pitches” that you have created in Repfabric.
Open your RF S...
The Difference Between 1-way and 2-way Contact Sync
1 way Contact Sync (Recommended) means that any contact you enter in Repfabric will “push” down to Outlook/Gmail IF:
You are on the...
Quick Disconnect and Reauthorize Sync+
Certain errors or issues can be resolved in Repfabric Sync+ by disconnecting and reauthorizing..
Look almost the same in Gmail and Outlook online....
Super Users for CRM Deployment and Adoption: How to Maximize your CRM Investment
Written Dec 1, 2022
By John Mitchell
When companies invest in a CRM system, they know that this investment will pay back with higher sales and...
New Version Of Outlook Not Recommended
The new version of Outlook that is being offered is not the standard version that comes with Office 365. It’s meant to work better on other no...
How to Set Up “Auto Match & Reconcile” Criteria for Each Manufacturer
If you have invoices in “Commissionable Transactions,” you can set up criteria to auto match & reconcile those transactions when you...
Set Default Follow Up Days for Opportunities, Jobs, Quotes, and Lend Items
The default setting for “Follow-up Date” was set to 7 days in the past. You now have the option of setting them individually and to the...
User Custom Feature – Email: Send follow up reminders for opportunities until they are updated
This feature acts like a snooze button. It continues to put an opportunity on your morning emails for follow ups, until the opportunity has been upd...