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...
How to Drive Team Adoption
This webinar is intended for system administrators and owners that want to help solve their frustrations about knowing their company performance, mee...
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...
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...
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...
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 Export Companies
We can Export information from the company records, you can select a range of specifics on what you want exported.
Left click “Companies.” OR le...
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...