Push AJ Comments to an Open Opportunity
You can turn on a setting for each individual user that will prompt you to add you comments in an Activity Journal to an open Opportunity (if you hav...
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,...
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...
Automated Marketing & Prospecting (video) Using Opportunity Stage Actions
This video will give you an overview of the automation process you can use in Opportunities using Opportunity Stages.
How to Refresh or Edit a Living Report
You can refresh your report as often as you need to. Open your saved Excel file.
1. Click “Data” tab.
2. Click arrow on “Refres...
Field Rep Pocket Guide (PPT)
There is a printed Field Rep Pocket Guide available that folds up and tucks in your pocket, car, or iPad/tablet carry case. This is a digital PPT Sh...
What Makes You A Repfabric Active User?
Your company has made a large investment with Repfabric. We really appreciate that investment and are glad you are part of the Repfabric team. A part...
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.&...
Repfabric Sales Process – GOALS (Activity Journals and Opportunities). Growing Sales in a down market – Webinar
Use Repfabric to turn your business visions into reality by proper planning and successful execution to increase your sales.
Activity Journals and Opportunities to Win More Business – Webinar
Use Repfabric’s Activity Journals to document all of your hard work while following a successful sale process with eventual Oppo...