How to Use App Specific Password for 2 Factor Authentication (2FA) with Office 365
Applies to: Microsoft account
What is 2 Factor Authentication?
If you sign into Office 365 with a password and a code from a text messag...
How to prepare for a Sales Call (Mobile App)
You can use Repfabric to very effectively prepare for a sales call in well under 5 minutes. Repfabric will tell you:
· How to get to a...
How to Use Map & Filters to Find Nearby Companies (Mobile App)
How to Use Map Filters to find nearby Companies
When you are out on the road or talking to an end user, it is often helpful to find nearby distrib...
How to Create or Edit a Contact in Outlook or Gmail Using Sync+
Repfabric makes the detection and addition of a new contact to the company contact list very simple by surfacing all contacts in an email that you re...
How to Create a New Company and a New Contact in Outlook (Sync+)
There will be times you will need to create new customers to log opportunities and activity journal entries. This article gives you instruction on ho...
How to Create a New Company in Repfabric (Online)
A company can be a customer or end user, distributor, manufacturer, etc.
1. Left click “Companies.”
2. Left click “New.”...
Using The Global Menu (Online)
The ‘Global Menu’
The global menu icon (or the double hamburger) is always available, no matter how you set up your menu shortcuts across the blue...
Set up Shortcut Menus (Online)
How to Edit Shortcut Menus (Favorites/Bookmarks) in Repfabric
You can customize the menu bar to include shortcuts to the menus you use most often...
Reset your Repfabric Password (Online)
How to Reset your Repfabric Password
When you need to change your login password to the Repfabric web portal and the mobile app, please follow thi...
Download & Login to Mobile App (iPhone)
We will show the process of downloading the Repfabric CRM Tools on an iPhone.
1. Open “App Store.”
2. Tap Search icon a...