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Repfabric Knowledge Base
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Sync+
Email
How to Create An App Specific Password In Gmail
Created by: Jack Charles Modified on: Thu, 10 Jan, 2019 at 4:21 PM 1. Go to your Google Account. 2. On the left navigation panel,...
Kim Kininmonth
December 11, 2019
Email
Repfabric CRM Server Error: Salesman ID not visible to the user – what do I do?
Created by: John Mitchell Modified on: Mon, 17 Jun, 2019 at 5:39 PM You are adding a new company or opportunity via your email plugin fro...
Kim Kininmonth
December 11, 2019
Calendar
Setting up Sync+ (Gmail Users)
To open GMAIL and use the Repfabric Sync+ tool, you must use Chrome. Microsoft Edge does not allow the add-in to be used. Repfabric Sync...
Kim Kininmonth
December 11, 2019
Calendar
How to install Outlook Sync+ Globally for your users
Created by: Caleb Waters Modified on: Tue, 12 Mar, 2019 at 4:07 PM Requirements: Office 365 account with Admin Level permissions Fi...
Kim Kininmonth
December 11, 2019
Calendar
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...
Kim Kininmonth
December 11, 2019
Email
How to Create an Opportunity in Sync+ in Outlook
Click here to view the detailed tutorial on creating an opportunity online. All the fields are explained in greater detail. To access Sync+ in Ou...
Kim Kininmonth
December 5, 2019
Activity Journal Entry
Field Rep Pocket Guide (PPT)
There is a printed Field Rep Pocket Guide available that folds up and tucks in your pocket, car, or iPad/tablet carry case. This is a digital PPT Sh...
Kim Kininmonth
December 4, 2019
Activity Journal Entry
How to Print Activity Journals
You can print an Activity Journal list to view all of the activity within a specific company. Click below to view step-by-step tutorial.
Kim Kininmonth
December 4, 2019
Activity Journal Entry
How to Create Activity Journal (Online/Mobile/Sync+)
How to Make Call Notes & Reminders Using Activity Journal Activity Journal entries allow you to keep track of what activity has taken place wi...
Kim Kininmonth
December 4, 2019
Email
Setting up your ‘Sent Mail’ connection to Outlook/GMAIL from inside Repfabric
This answers the question, “If I write an email inside Repfabric or the mobile app, will I be able to see it in my Outlook or GMAIL?”...
Kim Kininmonth
December 2, 2019
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