Excel Lead Loader
Company Matching Logic
The following words are skipped when the system tries to match the company name to an existing company in Repfabric:
LL...
Setting up Multiplier Pricing
Background
Many industries operate pricing based on the “Multiplier” of the customer, which is the percentage discount off of net price th...
Tracking Customer Orders (Purchase Orders) – An Overview
Should I even track customer orders?...
Goals: Tracking my personal sales activity and wins
My Personal Sales Performance...
CRMSync History Report
The Sync History report will tell you which fields have been updated for opportunities of a specific manufacturer. You can use this information to on...