To access Sync+ in Outlook, use the ‘Reading Pane’ or OPEN an e-mail to full screen. This process is the same as creating an Opportunity in Outlook online.
1. Left click on desired e-mail.
2. Left click “Repfabric Sync+” button.
3. Left click + sign.
4. Left click “New Opportunity.”
5. Left click “+ New customer” (or begin typing inside “Customer” field to search for an existing customer).
Use the TAB key to advance to next field.
6. Type the principal/manufacturer/product line (if its not already populated).
7. Type distributor (optional).
8. Type a “Topic” (i.e. the type and/or name of the product they want).
9. Left click the drop-down arrow to select an activity.
10. Left click drop-down arrow to select a status.
11. Type the “Next Step.”
12. Use drop-down arrow to select sales team (if more than one).
13. Select follow up date (it will automatically populate with a date one week out).
14. Type priority status number.
15. Type the potential (this is a percentage field).
16. Type the estimated quantity they will purchase annually.
17. Type the dollar value of the annual sales.
18. Type the contract date (this field may have been re-labeled as ‘bid date’ or another term relevant to your company).
19. Type the close date (this field determines what quarter the opp value appears in forecast reports).
20. Type the description.
21. Type any reporting comments (remember, these comments can be included in a report for the principals/manufacturers).
22. Left click “Save.”
