Opportunity Line Items relationship to “Value” and “Est annual Qty”
On the “Basic” tab in an Opportunity (called the ‘header’) are the fields for “Value” and “Est annual Qty.&...
Set up Sales Team and Split Amounts
When you set up a Sales Team there are several things to consider. Anyone who is not an “Owner” will NEED to be on a Sales Team if they...
Important Notes About Inactive Companies
When you make a company “Inactive” there are a few things you should know:
You will no longer be able to see that company in the ̶...
What does “Run Rate” mean in a report”
“Run Rate” is shown in a couple reports in Repfabric.
If I sell 10 widgets a month for the first 3 months (120 days) of this year, we...
Goals: Setting up and working with tagged groups
Tagged groups and how they can benefit you...
Goals: Setting and measuring sales $ performance for a specific line [system-driven]
Measuring dollar sales performance for a specific Manufacturing/Product Line...
Goals: Setting up and cascading company sales activity performance metrics goals [system-driven]
Setting up a cascading sales activity goal to measure performance metrics...