How to Create a Simple Pivot Table
This video will show you how to create a simple Pivot Table
What does “Reprocess Split” do?
In the “Import Transactions” menu, there is a selection for “Reprocess Split.”
If you create a new sales team, or change a...
How to give a user access to commission reports for other users
Putting a user on a sales team gives them access to all the companies (contacts, opps, AJs, etc.) that are assigned to that sales team. It does NOT...
What does “Run Rate” mean in a report”
“Run Rate” is shown in a couple reports in Repfabric.
If I sell 10 widgets a month for the first 3 months (120 days) of this year, we...
CRMSync History Report
The Sync History report will tell you which fields have been updated for opportunities of a specific manufacturer. You can use this information to o...
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,...
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...
Reports available to sort by “Parent Company”
12/30/2021
There are a few Sales Reports and Sales & Commission Reports that you can choose to “Sort by Parent Company.” We will...