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...
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...
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...
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...
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...
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...
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...
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...