Private Teams – What are they used for?
In addition to a Sales Team, you can also create and use “Private Teams.”
They are used to limit visibility to companies.
Examp...
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...
Automated Marketing & Prospecting (video) Using Opportunity Stage Actions
This video will give you an overview of the automation process you can use in Opportunities using Opportunity Stages.
Opportunity Owner Change email Notifications
There is a feature in Repfabric that will send a email notification to the new “‘Opportunity Owner.”
If you change the owner o...
Available User Custom Features
There is a tab in each individual user for “User Custom Features.” You can also access the “User Custom Features” for the en...
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...
How can I get a newsletter list into MailChimp, Constant Contact or AutoKlose?
Does Repfabric do mass or bulk emailing?
There are two ways to send mass, auto, or bulk emails from Repfabric. One is an automated activity from a...
Configuration of ISQuote for Repfabric
ISQuote is an industry leader in quote preparation and job tracking for the construction industry. Repfabric and ISQuote have built a bridge betwee...