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)...
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...
How to Update Opportunities in Bulk
You can now update multiple opportunities at the same time. You can update “Follow Up Date” and the other 2 date fields in an opportuni...
Private Teams – What are they used for?
In addition to a Sales Team, you can also create and use “Private Teams.”
They are used to limit visibility to companies.
Examp...
‘Update Selected’ vs Reimport
There are certain fields that can not be updated in a company using the “Reimport” function. Fields applicable for Company update: Name,...
Alias on Primary and Secondary Customer Combined AKA Combo Aliasing: When? Why? How?
Combo Aliasing can be used to specify the correct Primary Customer based on the Secondary Customer (and vice versa) in commission reports. When...
How to Close an Opportunity
The purpose of closing an opportunity is to remove it from the opportunity list that you use to follow up with the customer, while reporting to the m...
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&#...
Opportunity Owner Change email Notifications
There is a feature in Repfabric that will send a email notification to the new “‘Opportunity Owner.”
If you change the owner o...