Getting Started: Sales Reps

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

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