How to Create an Opportunity in Repfabric Online
Click here to view the tutorial “How to Create an Opportunity in Repfabric Sync+ for Outlook”
You add an opportunity in the system to...
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...
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 Log Email to Existing Opportunity in Sync+ Gmail
You can log an email to an opportunity that you created at an earlier time in Gmail on your desktop.
1. Left click desired email.
2...
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...
How to Create an Opportunity in Sync+ in Gmail
Click here to view the detailed tutorial on creating an opportunity online. All the fields are explained in greater detail.
To access Sync+ in Gma...
Related Companies – including them in an opportunity
If you have an opportunity to log for one of your End Users with a CM/CEM/OEM here’s how you can track that. Put the End User in as Customer....
Why can’t I change the “Status” in an Opportunity?
The “Status” field in an Opportunity is meant to convey a message to the salesperson or the “Opp Owner.”
When you change...
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...
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,...
