Getting Started: Sales Reps

Basics for Reps

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12 articles in this collection
Written by Robert Klotz
Getting Started: Basic RepBox Navigation

Global Search Vs. Module Search

How to know when, how, and where to search for records in Repbox
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Written by Robert Klotz
Updated over a week ago

How to Add a Contact

Explaining how to add a contact into Repbox
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Written by Robert Klotz
Updated over a week ago

How to Add an Account

Describing how to add an account into Repbox
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Written by Robert Klotz
Updated over a week ago

How to Add an Opportunity

What and How to save an opportunity in Repbox
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Written by Robert Klotz
Updated over a week ago

How to Add an Event/ To Do

Adding Events/ To Do Basics in Repbox
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Written by Robert Klotz
Updated over a week ago

How to Add Documents

How to add documents into Repbox (General)
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Written by Robert Klotz
Updated over a week ago

Keyboard Shortcuts

Explaining the different keyboard shortcuts that can be used in Repbox
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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
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Written by Robert Klotz
Updated over a week ago

Conditions Explained

All or Any Conditions though out Repbox
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Written by Robert Klotz
Updated over a week ago

Finding Duplicates

How to search for duplicate records and merge them in Repbox
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Written by Robert Klotz
Updated over a week ago

Everything Home Page/ Landing Page

How to edit and customize the home screen in Repbox
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Written by Robert Klotz
Updated over a week ago

Related Module List

How to navigate the related modules list in Repbox
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Written by Robert Klotz
Updated over a week ago