End-to-End Process – How an Opportunity Grows Up to Be a Commission Check
This is the full progression of an opportunity. It is not necessary to do all the steps included in this tutorial. You may take different steps wit...
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...
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...
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.
Set Default Follow Up Days for Opportunities, Jobs, Quotes, and Lend Items
The default setting for “Follow-up Date” was set to 7 days in the past. You now have the option of setting them individually and to the...
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...