Why can’t I change the “Status” in an Opportunity?
The “Status” field in an Opportunity is meant to convey a message to the salesperson or the “Opp Owner.”
When you change...
How to Update your Power BI file to add current year
This article is for companies that do NOT want to move to the new and improved Power BI template.
Click here to go to the new PBI tutorial. The n...
Reports available to sort by “Parent Company”
12/30/2021
There are a few Sales Reports and Sales & Commission Reports that you can choose to “Sort by Parent Company.” We will...
How Duplicate & Orphaned Contacts Work in Repfabric
When your company first onboards with Repfabric, all your contacts must be connected to a company. Contacts not connected to a company are considere...
How to set your Living Report to “Auto-refresh”
Left click the “Data” tab.Left click “Queries & Connections.”Go over to the panel on right side of screen and right click...
Need to ‘Activate’ Sync+
If your Sync+ is not fully syncing, you may need to check for an “Activate” warning.
Open RF Sync+ in your email.Click the circle ma...
Maps for Importing Sales and/or Commissions into RF
People often ask for a template to use when they are getting ready to import numbers into Repfabric. One of the great things about importing into RF...
Opportunity History Report
This report will allow you to see the history of opportunities by individual user or the entire team. Put a check mark next to the user name, enter...
Sales Person Activity Report
You can choose to show this report by Manufacturer or by Customer. This will allow you to see new and owned opportunities, the number of activity jo...
Detailed Look Inside Repfabric Reports
This tutorial will give you a look at all the reports and exports that are available to you. Most can be run right in your instance of Repfabric onl...