Templates – How to Use “Pitches” in Outlook/Gmail from Sync+
When you are in a NEW email, a reply or a forward (aka compose mode), you can now use “Pitches” that you have created in Repfabric.
Open your RF S...
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...
How to use “Visit Frequency” in a Company
There is a field where you can enter the number of days that can pass without contact with a customer. Example: if you enter 30 days into the ̶...
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 ̶...
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&...
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...
Aliasing – What happens to an alias when I delete or merge a company?
Good news! When you merge or delete a company, all of the aliases are updated.
Merging a company will update the aliases also to the merged c...
What Makes You A Repfabric Active User?
Your company has made a large investment with Repfabric. We really appreciate that investment and are glad you are part of the Repfabric team. A part...
Customer Specific Pricing for Quotes and Orders Step-by-Step
Background
Customer-specific pricing is needed when a customer requests quotes or purchases products from your lines. Repfabric has the ability...