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: Common Error Codes
Here are some of the typical error codes and fixes seen when using CRMSync within the Opportunity Detail view:
frmOpp:tabOpp:ddActivity:Validation...
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,...
Oasis CRMSync Configuration Steps
This tutorial discusses how to establish connections between your Repfabric cloud server and your local Oasis database. Your IT administrator will...
Mailchimp Contact Synchronization
Do you need your Repfabric contacts to automatically synchronize to your Mailchimp audiences? If so, this tutorial is for you. The word “Tag...
Quote and Job Tracking Processes with IS Quote Integration (video)
This training is intended for owners, administrators and quote preparers in your company.
Let’s talk about best practices for when you h...
Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...
CRM Sync to Mfg’s CRM (read this first)
How can I use the CRMSync to update my opportunities in Sales Force, Sugar CRM or any fixed URL web-based system?
First step is co...
Feature Reveal Webinar July 2020 (video)
See our latest updates to the product as of July 2020, with recaps or introductions of the following:
The Call Planner / Appointment “Ge...