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Repfabric Knowledge Base > Blog
Application Settings

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...
  • Kim Kininmonth
  • December 21, 2020
Video

Feature Reveal December 2020 (video)

Click here to watch the feature reveal video For the Salesperson: Training “Always On” & Schedules, 411 ClassKnowledgebase and Tutorial...
  • Learning Administrator
  • December 18, 2020
Companies

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...
  • Kim Kininmonth
  • December 9, 2020
CRM

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...
  • Kim Kininmonth
  • November 16, 2020
Companies

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...
  • Kim Kininmonth
  • November 16, 2020
Video

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...
  • Kim Kininmonth
  • November 4, 2020
Companies

How to Import Companies or Contacts

How to Import Companies & Contacts In the “Data Management” section of Repfabric,  you can “Import CRM Info” (Companies, Contacts, Produc...
  • Kim Kininmonth
  • October 26, 2020
Home Screen

What’s new in Repfabric October 2020

Sync+ Full details to create a job are available and you can know select which company a contact belongs to if there are more than one with the s...
  • Kim Kininmonth
  • October 23, 2020
Video

Webinar – Discover, Nurture, Close

This webinar was shown live on October 2, 2020. Click play button to watch Join us for a Webinar with Jeff Davis, President of DSC Pacific Sale...
  • Kim Kininmonth
  • October 15, 2020
Contacts

Who can read my emails?

Email visibility in each user’s contact record in Repfabric. All the members of your team who have access to Repfabric are loaded into Repfa...
  • Kim Kininmonth
  • October 14, 2020
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Recent Posts

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