How Duplicate & Orphaned Contacts Work in Repfabric
When your company first onboards with Repfabric, all your contacts must be connected to a company. Contacts not connected to a company are considere...
Adding an Additional Contact Not Associated with a Customer to an Activity Journal
Have a Manufacturer or a Distributor (or any contact not associated with the customer) attending your sales meeting and you would like to document th...
Mailchimp Contact Synchronization
Do you need your Repfabric contacts to automatically synchronize to your Mailchimp audiences? If so, this tutorial is for you. The word “Tag...
How to Resolve Contacts That Fail to Sync in Gmail
Repfabric Sync+ will not synchronize contacts in your email contact list to Repfabric in some cases to avoid mismatches between your contacts in Gmai...
Hide Parent Company Contacts in Child Contact List
If you use “Parent Companies” you will notice that the contacts for the parent company will be displayed when looking at the contacts on...
What does “Globally Visible” do in a contact record?
If you are not on a sales team for a customer, you will not be able to see the contacts for that company. If you check the “Globally Visible&#...
What is a ‘Primary’ Contact?
The “Primary” check box is to make a person the main contact on an account. This means it will automatically populate their name in an Op...
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...
Who can read my emails?
Email visibility in each user’s contact record in Repfabric.
All the members of your team who have access to Repfabric are loaded into Repfa...
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...