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Getting Started: Sales Reps
Getting Started: Sales Reps
Basics for Reps
14 articles in this collection
Written by
Robert Klotz
From Email Address Set Up (Personal SMTP Server Authentication)
Setting Up Sending Emails out of Repbox from Work Email
Written by
Robert Klotz
Updated over a week ago
Setting Up Mailbox - Email Tagging
Setting up the ability to Link Emails to records within Repbox
Written by
Robert Klotz
Updated over a week ago
Getting Started: Basic RepBox Navigation
Global Search Vs. Module Search
How to know when, how, and where to search for records in Repbox
Written by
Robert Klotz
Updated over a week ago
How to Add a Contact
Explaining how to add a contact into Repbox
Written by
Robert Klotz
Updated over a week ago
How to Add an Account
Describing how to add an account into Repbox
Written by
Robert Klotz
Updated over a week ago
How to Add an Opportunity
What and How to save an opportunity in Repbox
Written by
Robert Klotz
Updated over a week ago
How to Add an Event/ To Do
Adding Events/ To Do Basics in Repbox
Written by
Robert Klotz
Updated over a week ago
How to Add Documents
How to add documents into Repbox (General)
Written by
Robert Klotz
Updated over a week ago
Keyboard Shortcuts
Explaining the different keyboard shortcuts that can be used in Repbox
Written by
Robert Klotz
Updated over a week ago
Creating Custom Filters in List-view
Describing how to create filters in list view in Repbox
Written by
Robert Klotz
Updated over a week ago
Conditions Explained
All or Any Conditions though out Repbox
Written by
Robert Klotz
Updated over a week ago
Finding Duplicates
How to search for duplicate records and merge them in Repbox
Written by
Robert Klotz
Updated over a week ago
Everything Home Page/ Landing Page
How to edit and customize the home screen in Repbox
Written by
Robert Klotz
Updated over a week ago
Related Module List
How to navigate the related modules list in Repbox
Written by
Robert Klotz
Updated over a week ago