There will be times you will need to create new customers to log opportunities and activity journal entries. This article gives you instruction on how to create a new company using Sync+ with your Outlook.
You should turn the “reading pane” on, to make it quicker to access Sync+.
1. Left click on desired e-mail (If you are not using the reading pane,
you will need to double left click to open the e-mail).
2. Left click “Repfabric Sync+” button.
3. Left click “+.”
4. Left click “New Company.”
5. Left click + sign.
6. Left click “New Company.”
7. Type the company name (use the TAB key to advance to next field).
8. Left click “Company Type” and select desired type (For an explanation of “company types”, see page 18).
9. Your sales team will be selected by default. You can change it if you need to.
10. Left click “Class” and select desired type (For an explanation of “company class”, see page 24).
11. Left click “Category” and select desired category.
12. Fill in the company’s web address (you can leave out the “www”). This web address will link any email address with this domain to this company in Repfabric.
13. Fill in any additional fields and “Save.”
This part of the tutorial shows you how to detect and if necessary, create a contact within the Sync+ add-in in your email.
1. Open the Sync+ connector within Outlook.
2. Left click desired email.
Repfabric will automatically detect the contacts associated with the email.
– Purple contacts already exist in Repfabric.
–Green contacts require addition to Repfabric
3. Left click the row of the contact you want to inspect (“Kelly Nixon” or “add Jack Repdemo”).
4. Left Click “Create Contact”
5. Fill out key Contact information
6. Search for the existing company or create it new (search runs upon typing the first 3 letters).
7. Left click “Save”
