How to Send the Details of an Opportunity via Email
Using this new feature in the Repfabric Sync+ addin, you can forward the details of an Opportunity via Outlook/Gmail.
How to Un-match & Un-reconcile a Transaction and Re-match & Re-reconcile the Transaction
If you need to make a change to a transaction that has already been “Matched & Reconciled,” it can be done by hand.
How to “Match & Reconcile” a Single Transaction Manually
Sometimes you may need to mark one transaction “Paid.” In this video we will show you how to manually complete this process.
Excel Lead Loader
Company Matching Logic
The following words are skipped when the system tries to match the company name to an existing company in Repfabric:
LL...
Using All the Tools on the Opportunities List Page
Customize your Opportunity list page and become proficient using all the tools available. Successful navigation on the Opp page can help you be more...
End-to-End Process – How an Opportunity Grows Up to Be a Commission Check
This is the full progression of an opportunity. It is not necessary to do all the steps included in this tutorial. You may take different steps wit...
How to “Publish” your PBI file and set to “Refresh” every night
If you have a large data set, it is beneficial to “Publish” your Power BI file to your “Workspace.” This will allow you to t...
How to increase the number of years’ worth of data you see in your Power BI template
Currently your Repfabric Power BI template is set to bring in 3 years’ worth of data for sales, commissions, and opportunities. If you’d...
How to Merge Two Tables in a Living Report
You may need to merge more than one table together in a living report. For example, the opportunities table doesn’t have the contact’s e...
How to Edit a User’s Menu Access
Owners or admins can add/remove a user’s access to the menus in Repfabric. Example: If you have a summer intern, you may want to allow them to...