Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...
Date Format Error: Explained!
Date Format Error Prevention: It is important to know if the date in your spreadsheet is formatted as an Excel date or is formatted as text.&nb...
Automated Marketing & Prospecting (video) Using Opportunity Stage Actions
This video will give you an overview of the automation process you can use in Opportunities using Opportunity Stages.
Alias on Primary and Secondary Customer Combined AKA Combo Aliasing: When? Why? How?
Combo Aliasing can be used to specify the correct Primary Customer based on the Secondary Customer (and vice versa) in commission reports. When...
Purchase Order Tracking Webinar 1-21-21 (video)
This webinar describes the features of Repfabric for the following processes, and is essential to view if you want to track purchase orders through t...
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...