CRMSync History Report
The Sync History report will tell you which fields have been updated for opportunities of a specific manufacturer. You can use this information to o...
How to Mark Contacts “Personal” in Gmail
In Gmail contacts, make sure you have a label called “Personal.” Open the desired contact.
1. Click the “Label” icon.
2. Click...
Loop in many others with Watcher Groups
A watcher group is a team of people such as “Inside Sales” that you can loop into an opportunity, quote, po or job with a simple addition...
The Call Planner
With Repfabric, Sales Reps who are out in the field making sales calls can set up Call Planner campaigns: reaching out to clients and customers to se...
Your Training is Already Scheduled!
Your company management has already decided your training path, s...
CRMSync Opportunities in Sales Rep Manual Mode
Repfabric can synchronize opportunities in other ERP and CRM systems including Salesforce, SugarCRM, Zoho, Intuitive and many more.
Currently ther...
CRMSync: Common Error Codes
Here are some of the typical error codes and fixes seen when using CRMSync within the Opportunity Detail view:
frmOpp:tabOpp:ddActivity:Validation...
CRMSync Screenlink GUI Mode Configuration and Usage
CRMSync in “Screenlink” or GUI Mode is available for Salesforce or any web based system. It requires no approval from your manufacturer,...
Converting a Quote to An Opportunity
Normally a Sales Rep will convert an Activity Journal into an Opportunity when there is potential for increased sales dollars. From that opportunity,...
What do the choices mean when I change a sales team on a company/companies?
When you change a Sales Team on a company (one at a time or in bulk) you have to choose what to do with things that take place in the past, present a...