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Learning Administrator
Repfabric Knowledge Base
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Articles by: Learning Administrator
Opportunity Detail
Loop in many others with Watcher Groups
A watcher group is a team of people such as “Inside Sales” that you can loop into an opportunity, quote, po or job with a simple addition...
Learning Administrator
April 22, 2022
Uncategorized
Your Training is Already Scheduled!
Your company management has already decided your training path, s...
Learning Administrator
April 7, 2022
CRM Sync
CRMSync Opportunities in Sales Rep Manual Mode
Repfabric can synchronize opportunities in other ERP and CRM systems including Salesforce, SugarCRM, Zoho, Intuitive and many more. Currently ther...
Learning Administrator
April 5, 2022
CRM Sync
CRMSync: Common Error Codes
Here are some of the typical error codes and fixes seen when using CRMSync within the Opportunity Detail view: frmOpp:tabOpp:ddActivity:Validation...
Learning Administrator
March 30, 2022
CRM Sync
CRMSync Screenlink GUI Mode Configuration and Usage
CRMSync in “Screenlink” or GUI Mode is available for Salesforce or any web based system. It requires no approval from your manufacturer,...
Learning Administrator
March 28, 2022
CRM Sync
Oasis CRMSync Configuration Steps
This tutorial discusses how to establish connections between your Repfabric cloud server and your local Oasis database. Your IT administrator will...
Learning Administrator
December 21, 2021
Feature Reveal Party
How to Drive Team Adoption
This webinar is intended for system administrators and owners that want to help solve their frustrations about knowing their company performance, mee...
Learning Administrator
November 8, 2021
Training
New User Training Links
Welcome to Repfabric! To start learning right away, follow the link...
Learning Administrator
November 1, 2021
Companies
Customer Specific Pricing for Quotes and Orders Step-by-Step
Background Customer-specific pricing is needed when a customer requests quotes or purchases products from your lines. Repfabric has the ability to...
Learning Administrator
June 21, 2021
Contacts
Mailchimp Contact Synchronization
Do you need your Repfabric contacts to automatically synchronize to your Mailchimp audiences? If so, this tutorial is for you. The word “Tag...
Learning Administrator
June 18, 2021
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