A watcher group is a team of people such as “Inside Sales” that you can loop into an opportunity, quote, po or job with a simple addition to the watcher box.

From the Web Portal

In the Watcher field of the input screen, @yourwatchergroup (showing inside an opportunity but applies to quotes, jobs, etc.)

  1. Select Watcher field
  2. Type “@” symbol + the watcher group name
  3. Save
Shows how to add a watcher group to an opportunity

Watcher Group Configuration

You must have access to the subtables menu. If you do not, please contact your Repfabric administrator to enable it on the menus tab of your user profile.

  1. Follow the hamburger menu for Settings > Subtables
  2. Select Watcher Groups from the left side menu
  3. Click the New button
  4. Create your Watcher Group name
  5. Add Users to the Members of the Watcher Group using the arrows or by dragging and dropping them