How to Prepare Your Outlook Contacts to Sync with Repfabric
One of the best features in Repfabric (RF) is being able to sync your contacts from RF to Outlook and vice versa. As we all know, our contacts...
How to Update your Power BI file to add current year
This article is for companies that do NOT want to move to the new and improved Power BI template.
Click here to go to the new PBI tutorial. The n...
How to set your Living Report to “Auto-refresh”
Left click the “Data” tab.Left click “Queries & Connections.”Go over to the panel on right side of screen and right click...
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...
How to Use Webrun to Drag File Link into a Job Using RF Sync+
If you have not yet downloaded and installed Webrun, click here for detailed instructions.
If you go 3 minutes into this video, John does a demons...
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...
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.
Purchase Order Tracking Webinar 1-21-21 (video)
This webinar describes the features of Repfabric for the following processes, and is essential to view if you want to track purchase orders through t...
Feature Reveal December 2020 (video)
Click here to watch the feature reveal video
For the Salesperson:
Training “Always On” & Schedules, 411 ClassKnowledgebase and Tutorial...