How to Send the Details of an Opportunity via Email
Using this new feature in the Repfabric Sync+ addin, you can forward the details of an Opportunity via Outlook/Gmail.
Excel Lead Loader
Company Matching Logic
The following words are skipped when the system tries to match the company name to an existing company in Repfabric:
LL...
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...
CRMSync Opportunities in Sales Rep Manual Mode
Repfabric can synchronize opportunities in other ERP and CRM systems including Salesforce, SugarCRM, Zoho, Intuitive and many more.
Currently ther...
CRMSync Screenlink GUI Mode Configuration and Usage
CRMSync in “Screenlink” or GUI Mode is available for Salesforce or any web based system. It requires no approval from your manufacturer,...
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 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...
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....