How does Forecasting work? (video) How to create Principal Plans and Customer Forecasts
Who’s interested in Forecasts v Living ReportsForecasts
Set up Plans by ManufacturerData Management > Plans & Forecasts > Li...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...
How to alias contacts
When new contacts are imported in the system, it’s necessary they get attached to the right company. Also, there may be a duplicate in the...
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...
How to Create or Edit a Contact in Outlook or Gmail Using Sync+
Repfabric makes the detection and addition of a new contact to the company contact list very simple by surfacing all contacts in an email that you re...
How to Create a New Company and a New Contact in Outlook (Sync+)
There will be times you will need to create new customers to log opportunities and activity journal entries. This article gives you instruction on ho...