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...
Can I scan business cards into Repfabric? If so, how?
Created by: Nancy Lucas
Modified on: Fri, 27 Dec, 2019 at 2:58 PM
How can we scan business cards?
The business card scan function is a...
Commission Exceptions Introduction (Images)
As an introduction to exceptions, this graphic shows the basis for the logic and then the three options.
All commissions are based on prelimin...
What fields are required on the import?
To do an import in the entry process there are certain fields required.
At a minimum, it has to include customer, invoice date, sales am...
How to Import Monthly Sales & Commission (Video)
Process Options
This PDF will show you the processes, what they accomplish, requirements, downsides or trade-offs, if posted to sales, posted to c...
How to Prepare your Excel Spreadsheet
Created by: Nancy Lucas
Modified on: Wed, 13 Mar, 2019 at 11:48 AM
Take a moment to review your sheet before importing it so that it goes w...
Linking Opps to Emails in Repfabric Webmail (Videos)
Created by: John Mitchell
Modified on: Thu, 2 Aug, 2018 at 5:15 PM
You can link emails from the Repfabric web email client or Repfabric m...
How does Forecasting work? (video) How to create Principal Plans and Customer Forecasts
Who’s interested in Forecasts v Living ReportsForecasts
Set up Plans by ManufacturerData Management > Plans & Forecasts > Li...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...
The Complete Guide to Contacts – 21 pages
Created by: Nancy Lucas
Modified on: Thu, 13 Dec, 2018 at 1:24 PM
Often after you hit “sync now” in the Sync+ add in on the r...