Setting up Sync+ (Outlook Online & Desktop)
How to Setup up Repfabric Sync+ in Outlook
Separate instructions to set up Gmail, click here: “Setting up Sync+ in Gmail“
IMPORTANT...
How to Create an Opportunity in Sync+ in Outlook
Click here to view the detailed tutorial on creating an opportunity online. All the fields are explained in greater detail.
To access Sync+ in Ou...
How to Set Up Auto Signature for e-mail in Repfabric (Online)
You’ll want to have a signature set up in Repfabric e-mail that contains all your important contact information. We will be setting this up in...
Field Rep Pocket Guide (PPT)
There is a printed Field Rep Pocket Guide available that folds up and tucks in your pocket, car, or iPad/tablet carry case. This is a digital PPT Sh...
How to Print Activity Journals
You can print an Activity Journal list to view all of the activity within a specific company. Click below to view step-by-step tutorial.
How to Create Activity Journal (Online/Mobile/Sync+)
How to Make Call Notes & Reminders Using Activity Journal
Activity Journal entries allow you to keep track of what activity has taken place wi...
Setting up your ‘Sent Mail’ connection to Outlook/GMAIL from inside Repfabric
This answers the question, “If I write an email inside Repfabric or the mobile app, will I be able to see it in my Outlook or GMAIL?”...
Securing your data from a terminated employee
Unfortunately there are times that things just don’t work out. When you terminate an employee, the following procedure can be used...
How to Use App Specific Password for 2 Factor Authentication (2FA) with Office 365
Applies to: Microsoft account
What is 2 Factor Authentication?
If you sign into Office 365 with a password and a code from a text messag...