How to Make a Call from Repfabric Using VoIP
If you use a VoIP service to make calls from your computer, you can now dial numbers directly from Repfabric. If you’d like to know more from...
Super Users for CRM Deployment and Adoption: How to Maximize your CRM Investment
Written Dec 1, 2022
By John Mitchell
When companies invest in a CRM system, they know that this investment will pay back with higher sales and...
Alias the orange names – set relationship of customer and secondary customer
What do I do when the names turn orange?
Go to Home > Dashboard > Entry Process > Aliasing on the left side menu to find the screen a...
What’s New in Repfabric
January 6,2023
Preparing for a Line Review using Repfabric
Using Repfabric for your Line Review will help you zoom in on exactly what your man...
Opportunity Line Items relationship to “Value” and “Est annual Qty”
On the “Basic” tab in an Opportunity (called the ‘header’) are the fields for “Value” and “Est annual Qty.&...
Set up Sales Team and Split Amounts
When you set up a Sales Team there are several things to consider. Anyone who is not an “Owner” will NEED to be on a Sales Team if they...
What does “Run Rate” mean in a report”
“Run Rate” is shown in a couple reports in Repfabric.
If I sell 10 widgets a month for the first 3 months (120 days) of this year, we...
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...
Sales Person Activity Report
You can choose to show this report by Manufacturer or by Customer. This will allow you to see new and owned opportunities, the number of activity jo...
Detailed Look Inside Repfabric Reports
This tutorial will give you a look at all the reports and exports that are available to you. Most can be run right in your instance of Repfabric onl...