User Custom Feature – Email: Send follow up reminders for opportunities until they are updated
This feature acts like a snooze button. It continues to put an opportunity on your morning emails for follow ups, until the opportunity has been upd...
How to use “Custom Label” to rename fields
There are many fields in Repfabric that you may want to rename and use for a different purpose. Some fields you should not relabel. The fields in t...
How to set up “Tier” pricing step-by-step
If you have a list of specific pricing that will be used by specific customers, you will want to use “Tier” pricing. In this spreadsheet...
Setting up Multiplier Pricing
Background
Many industries operate pricing based on the “Multiplier” of the customer, which is the percentage discount off of net price th...
Set up Sales Team and Split Amounts
When you set up a Sales Team there are several things to consider. Anyone who is not an “Owner” will NEED to be on a Sales Team if they n...
Company Types – how they work
When you first start using your Repfabric instance, it will have four “Company Types” by default. You will find them in “Settings&...
Hide Parent Company Contacts
You can prevent the parent company contacts from being displayed in the “Contacts” tab of the child company. It can be done by someone i...
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...