Goals: Achieving a sales dollar goal at a customer [system-driven]
Setting a Sales Amount goal for a specific Customer...
Goals: Setting up custom goals (e.g. Learning a new manufacturer product)
Setting up and maintaining custom goals
A custo...
Goals: Tracking my personal sales activity and wins
My Personal Sales Performance...
Company Types – how they work
When you first start using your Repfabric instance, it will have four “Company Types” by default. You will find them in “Settings&#...
Hide Parent Company Contacts
You can prevent the parent company contacts from being displayed in the “Contacts” tab of the child company. It can be done by someone i...
My Repfabric Sync+ button is missing or greyed out
There are some reasons the Repfabric Sync+ icon is missing or greyed out.
You must be in the “Home” tab in Outlook. (1st image)When us...
Video- How to Create a Basic Living Report
Click the “Play” arrow to watch the video.
Click the icon to download list of URLs
Click “File” > “Save As...
How to make a call from Repfabric mobile app and be prompted to create AJ
If you make a call from your RF mobile app, it will ask if you’d like to create an Activity Journal for the person you just spoke with. Watch...
Video – How to Create Activity Journal in 60 Seconds
This video will show you the very basics of how to create an AJ in less than one minute.
This video will show you the step-by-step instruction...