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Learning Administrator
Repfabric Knowledge Base
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Articles by: Learning Administrator
Contacts
Autoklose Configuration and Usage
If you have a subscription to Autoklose, which is a market leading targeted email marketing platform (which you can obtain with special discounts by...
Learning Administrator
July 7, 2020
Commissions Training
Re-Aliasing, Part 2: Changing the Past
Re-Aliasing, part 2: Changing the past When you have fixed the future aliasing in the alias table as described in the article “Re-Aliasing, Part 1...
Learning Administrator
May 7, 2020
Contacts
Mailchimp Usage Tutorial for Email Marketing
6.21.2021 – Please note,...
Learning Administrator
May 2, 2020
Contacts
Email Marketing Do’s and Don’ts for Manufacturer’s Reps
Do your current tools land 38 appointments on your calendar each week?Come watch Repfabric President John Mitchell CPMR and Autoklose CEO Shawn...
Learning Administrator
April 18, 2020
Funnel Report
How the Funnel Report works
Funnel Report visualizes stages of your Opportunities
Learning Administrator
April 1, 2020
Customer Exceptions
Troubleshooting Sales/Comms – why don’t numbers show up properly?
There are many potential reasons why sales or commission dollars do not show up properly in reports. Most can be attributed into how the reports...
Learning Administrator
February 19, 2020
Contacts
My contact is not syncing to my email contact list. Why not?
Wondering why a particular contact does not sync from Repfabric to your Outlook or Gmail contacts? This article covers the basic settings and sync...
Learning Administrator
January 21, 2020
Contacts
Before sync’ing, how should I clean my contacts?
Repfabric has a very powerful 2 way sync engine for contacts and calendar events. With that power comes great responsibility, however. Prior to...
Learning Administrator
January 21, 2020
CRM Reports
How to Create Opportunity Reports
You can prepare a report to share with the principal/manufacturer. This will help them to know what has been going on with different opportu...
Learning Administrator
October 31, 2019
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