How to Close an Opportunity
The purpose of closing an opportunity is to remove it from the opportunity list that you use to follow up with the customer, while reporting to the m...
What does “Globally Visible” do in a contact record?
If you are not on a sales team for a customer, you will not be able to see the contacts for that company. If you check the “Globally Visible&#...
What is a ‘Primary’ Contact?
The “Primary” check box is to make a person the main contact on an account. This means it will automatically populate their name in an Op...
Opportunity Owner Change email Notifications
There is a feature in Repfabric that will send a email notification to the new “‘Opportunity Owner.”
If you change the owner o...
Available User Custom Features
There is a tab in each individual user for “User Custom Features.” You can also access the “User Custom Features” for the en...
Parent Company – Child Company Relationships
A company within Repfabric can be made to be a ‘child’ of another company. To make a company a child company, use the lookup button in the parent fie...
CRM Sync to Mfg’s CRM (read this first)
How can I use the CRMSync to update my opportunities in Sales Force, Sugar CRM or any fixed URL web-based system?
First step is co...
Best Practices on Company Names
Are you running into duplicate accounts or have trouble finding accounts you know exist? Then it is time for your team to pick a best practice on how...
6 Tips for using a web based system
This video will cover these topics:
turning off AdBlockerResizing the browser viewUsing the refresh buttonOpening a link in a new tabDrag and drop...