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...
Using All the Tools on the Opportunities List Page
Customize your Opportunity list page and become proficient using all the tools available. Successful navigation on the Opp page can help you be more...
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...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...
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....