Autoklose Configuration and Usage
If you have a subscription to Autoklose, which is a market leading targeted email marketing platform (which you can obtain with special discounts by...
What are User Custom Features
Custom User Features List and Description
User custom features allow you to turn on or off certain abilities in Repfabric for each user. Here is the...
Start here – How to Add or Set-up a New User in Repfabric
Fill out this new user form (MUST be Admin). It will ask for general information we will need to set up the user in the system (e.g. their email addr...
What are Subtables, and how to use them
Any menu in Repfabric that drops down is what we call a Subtable. All Subtables can be edited by an administrator in your instance. Those changes...
How to Change Sales Team on a Company Record
You can change the sales team on a single company inside the company record.
Click here to view how to reassign sales teams in bulk.
Ho...
Setting up Sync+ (Outlook Online & Desktop)
How to Setup up Repfabric Sync+ in Outlook
Separate instructions to set up Gmail, click here: “Setting up Sync+ in Gmail“
IMPORTANT...
Sales Teams: What Can My Sales Reps and Staff Members See?
Visibility is based on sales team assignment. Sales Reps can only see their own companies, contacts, opportunities and sales/commission numbers based...
What does owner vs. owner/admin setting do?
Typically, there is one admin in the system or all owners have the role of owner with the added setting of admin.
As owner (without admin se...
Reset your Repfabric Password (Online)
How to Reset your Repfabric Password
When you need to change your login password to the Repfabric web portal and the mobile app, please follow thi...