‘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,...
Parent Company – Child Company Relationships
A company within Repfabric can be made to be a ‘child’ of another company. To make a company a child company, use the lookup button in the parent fie...
Best Practices on Company Names
Are you running into duplicate accounts or have trouble finding accounts you know exist? Then it is time for your team to pick a best practice on how...
How to Import Companies or Contacts
How to Import Companies & Contacts
In the “Data Management” section of Repfabric, you can “Import CRM Info” (Companies, Contacts, Produc...
How to Use Re-Import to Update Company and Contact Records in Bulk
You can now make bulk updates to a group of Company or Contact records. You will first need to export the list of companies/contacts that you w...
What format does Repfabric want the phone number?
Created by: Nancy Lucas
Modified on: Wed, 29 Aug, 2018 at 5:09 AM
As far as phone number format, the system itself has no preference. It&...
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 Merge Companies – tutorial
*Before starting this process check both company records and make sure “Company Type” and “Sales Team” are the same in both companies. If not, make...
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...