How to alias contacts
When new contacts are imported in the system, it’s necessary they get attached to the right company. Also, there may be a duplicate in the...
Why can’t I see my contact?
Created by: Nancy Lucas
Modified on: Mon, 30 Jul, 2018 at 6:18 AM
Basically, every contact is assigned to a company. Customer and, in som...
What format does Repfabric want the phone number?
Created by: Nancy Lucas
Modified on: Wed, 29 Aug, 2018 at 5:09 AM
As far as phone number format, the system itself has no preference. It&...
How to Create a New Contact (Online)
This PDF gives step-by-step instructions on how to create a new contact in the portal, or web version, of Repfabric. The steps also apply in the mobi...
Exporting Mailing List – Mass Email
Created by: Nancy Lucas
Modified on: Wed, 29 Aug, 2018 at 4:57 AM
It is possible to create a mass mailing list based on any combination o...
How to Export Contacts from Outlook
The explanation below is for exporting from Outlook online. Scroll to the bottom to see step-by-step instructions for Outlook desktop.
Here&#...
How to Change Sales Team on a Company Record
You can change the sales team on a single company inside the company record.
Click here to view how to reassign sales teams in bulk.
Ho...
What is the principal/manufacturer with my company name – DOCUMENTS?
Created by: Nancy Lucas
Modified on: Thu, 18 Apr, 2019 at 2:30 PM
On the configuration, we added that company record for two purposes. ...
How to Export Companies
We can Export information from the company records, you can select a range of specifics on what you want exported.
Left click “Companies.” OR le...
How to Merge Companies – tutorial
*Before starting this process check both company records and make sure “Company Type” and “Sales Team” are the same in both companies. If not, make...