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 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,...
Opportunity History Report
This report will allow you to see the history of opportunities by individual user or the entire team. Put a check mark next to the user name, enter...
Detailed Look Inside Repfabric Reports
This tutorial will give you a look at all the reports and exports that are available to you. Most can be run right in your instance of Repfabric onl...
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...
How to Create Opportunity Reports
You can prepare a report to share with the principal/manufacturer. This will help them to know what has been going on with different opportu...