Related Companies – including them in an opportunity
If you have an opportunity to log for one of your End Users with a CM/CEM/OEM here’s how you can track that. Put the End User in as Customer....
How to Create a New Company and a New Contact in Outlook (Sync+)
There will be times you will need to create new customers to log opportunities and activity journal entries. This article gives you instruction on ho...
How to Create a New Company in Repfabric (Online)
A company can be a customer or end user, distributor, manufacturer, etc.
1. Left click “Companies.”
2. Left click “New.”...
Bulk-How to Change Sales Team on Company Records
There may be a day where you want to change the Sales Team on a company. *If you are trying to merge companies to clean up duplicate accounts, this...
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...