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...
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...
‘Update Selected’ vs Reimport
There are certain fields that can not be updated in a company using the “Reimport” function. Fields applicable for Company update: Name,...
How to Change Sales Team on a Company Record
You can change the sales team on a single company inside the company record.
Click here to view how to reassign sales teams in bulk.
Ho...
How to Export Companies
We can Export information from the company records, you can select a range of specifics on what you want exported.
Left click “Companies.” OR le...
How to eliminate duplicate company records using ‘merge to’ function
Created by: Nancy Lucas
Modified on: Tue, 19 Mar, 2019 at 10:05 AM
A PPT is attached that fully illustrates how to use the merge fu...
Parent Companies – How Do They Work – How to Set Them Up
“How does the parent company relate to functions within the system?”
Parent companies can be assigned to any type of company. It could...
I Can’t Export Companies
When attempting to export all contacts or companies, it’s important to set the Modified From date in the export tool back (I usually set it ba...