How to Use Webrun to Drag File Link into a Job Using RF Sync+
If you have not yet downloaded and installed Webrun, click here for detailed instructions.
If you go 3 minutes into this video, John does a demons...
How to Download, Install & Use Webrun to drag files to “Jobs” in Sync+
Webrun – This application allows you to access files on your computer (from “File Explorer” in Windows and “Finder” on a Mac)...
The Life of an Inside Sales Rep – Best Practices for your Success!
Inside Sales Reps find themselves with a wide variety of tasks throughout their day: from specifying to handling direct sales lines to assisting othe...
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...
Importing IS Quote Information
There are two methods for importing information from IS Quote. In order for this to work, please make sure you have configured your IS Quote to Re...
Watchers Using the “@” symbol
A watcher is a specific person on your team that you want to include in to an opportunity, a job, or a quote where the person normally would not see...
Quote and Job Tracking Processes with IS Quote Integration (video)
This training is intended for owners, administrators and quote preparers in your company.
Let’s talk about best practices for when you h...
Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...
CRM Sync to Mfg’s CRM (read this first)
How can I use the CRMSync to update my opportunities in Sales Force, Sugar CRM or any fixed URL web-based system?
First step is co...
Configuration of ISQuote for Repfabric
ISQuote is an industry leader in quote preparation and job tracking for the construction industry. Repfabric and ISQuote have built a bridge betwee...