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Repfabric Knowledge Base
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Blog
Companies
How to Use Re-Import to Update Company and Contact Records in Bulk
You can now make bulk updates to a group of Company or Contact records. You will first need to export the list of companies/contacts that you w...
Kim Kininmonth
October 8, 2020
Import CRM Info
How to Import Product List, Alias & Absorb (tutorial)
How to Import Product List, Alias & Absorb Records You can import your own list of products for each of your manufacturers/principals. First...
Kim Kininmonth
October 8, 2020
Commission Data Overview
Introduction to Sales and Commissions
Sales & commissions are an important part of your business. It can be daunting trying to figure out where to start. We have included several tr...
Kim Kininmonth
October 7, 2020
Knowledge Base
How to Install and Connect Power BI to your Repfabric (updated 09/2023)
We are constantly working to add new reports that help you to analyze all your data in Repfabric. It’s difficult to anticipate every repor...
Kim Kininmonth
September 17, 2020
Activity Journal Entry
Increasing Sales using your Calendar Webinar
Selling first virtually requires additional skills with your calendar management.Join Steve Turner of Turner Time Management and John Mitchell, Presi...
Learning Administrator
September 11, 2020
Knowledge Base
Troubleshooting: Are Outlook and your computer both 32 bit or 64 bit?
How to Check your Bit Version of Outlook The number of bits your computer runs and the bit version of Office you installed must match for Repfabri...
Kim Kininmonth
September 9, 2020
CRM Sync
Feature Reveal Webinar July 2020 (video)
See our latest updates to the product as of July 2020, with recaps or introductions of the following: The Call Planner / Appointment “Ge...
Learning Administrator
August 10, 2020
Commissionable Transaction Detail
How to import Sales from Budde Marketing
Budde Marketing is an integration to Repfabric direct from manufacturers’ data that Budde Marketing aggregates. When you go to Import...
Kim Kininmonth
August 10, 2020
CRM Sync
How can I get a newsletter list into MailChimp, Constant Contact or AutoKlose?
Does Repfabric do mass or bulk emailing? There are two ways to send mass, auto, or bulk emails from Repfabric. One is an automated activity from a...
Kim Kininmonth
August 10, 2020
CRM Sync
Configuration of ISQuote for Repfabric
ISQuote is an industry leader in quote preparation and job tracking for the construction industry. Repfabric and ISQuote have built a bridge betwee...
Learning Administrator
August 7, 2020
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