Set Default Follow Up Days for Opportunities, Jobs, Quotes, and Lend Items
The default setting for “Follow-up Date” was set to 7 days in the past. You now have the option of setting them individually and to the...
Setting up Multiplier Pricing
Background
Many industries operate pricing based on the “Multiplier” of the customer, which is the percentage discount off of net price th...
Loop in many others with Watcher Groups
A watcher group is a team of people such as “Inside Sales” that you can loop into an opportunity, quote, po or job with a simple addition...
Converting a Quote to An Opportunity
Normally a Sales Rep will convert an Activity Journal into an Opportunity when there is potential for increased sales dollars. From that opportunity,...
Oasis CRMSync Configuration Steps
This tutorial discusses how to establish connections between your Repfabric cloud server and your local Oasis database. Your IT administrator will...
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...