How to Print Activity Journals
You can print an Activity Journal list to view all of the activity within a specific company. Click below to view step-by-step tutorial.
How to Create Activity Journal (Online/Mobile/Sync+)
How to Make Call Notes & Reminders Using Activity Journal
Activity Journal entries allow you to keep track of what activity has taken place wi...
My line (Manufacturer/Principal) is not showing in my Activity Journal
If you add a new Manufacturer/Principal, you will need to add that to the list of available manufacturers in Activity Journals. Go to “Setting...
Setting up your ‘Sent Mail’ connection to Outlook/GMAIL from inside Repfabric
This answers the question, “If I write an email inside Repfabric or the mobile app, will I be able to see it in my Outlook or GMAIL?”...
Sales Teams: What Can My Sales Reps and Staff Members See?
Visibility is based on sales team assignment. Sales Reps can only see their own companies, contacts, opportunities and sales/commission numbers based...
What does owner vs. owner/admin setting do?
Typically, there is one admin in the system or all owners have the role of owner with the added setting of admin.
As owner (without admin se...
Securing your data from a terminated employee
Unfortunately there are times that things just don’t work out. When you terminate an employee, the following procedure can be used...
Do you recommend a tool to memorize passwords?
A majority of our clients have trouble remembering their passwords. Some are written in a notebook. Some keep them on a spreadsheet. Others sit there...