Preparing for a Line Review using Repfabric
Using Repfabric for your Line Review will help you zoom in on exactly what your manufacturer’s expectations are while impressing them with how...
Activity Journals and Opportunities to Win More Business – Webinar
Use Repfabric’s Activity Journals to document all of your hard work while following a successful sale process with eventual Oppo...
Advanced PO Tracking – Webinar
Using Repfabric to simplify the PO and commission process so you can gain more time gaining new business.
Repfabric Sales Process – GOALS (Activity Journals and Opportunities). Growing Sales in a down market – Webinar
Use Repfabric to turn your business visions into reality by proper planning and successful execution to increase your sales.
Videos -How to Create a PO in Purchase Order Module
You can create a purchase order in the following places:
In your instance of Repfabric onlinefrom an Opportunityby handOn the Mobile AppIn Repfabr...
How to give a user access to commission reports for other users
Putting a user on a sales team gives them access to all the companies (contacts, opps, AJs, etc.) that are assigned to that sales team. It does NOT...
Video- How to Create a Basic Living Report
Click the “Play” arrow to watch the video.
Click the icon to download list of URLs
Click “File” > “Save As...
How to make a call from Repfabric mobile app and be prompted to create AJ
If you make a call from your RF mobile app, it will ask if you’d like to create an Activity Journal for the person you just spoke with. Watch...
Video – How to Create Activity Journal in 60 Seconds
This video will show you the very basics of how to create an AJ in less than one minute.
This video will show you the step-by-step instruction...
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...
