Sub Tables

Sub Tables

Getting Started with the Basics

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Sub Tables

definition

Any menu in Repfabric that drops down. A table of data corresponding to part of a greater parent table

A way of refining certain fields to provide a dropdown list customizable for your business by your Admin team

Sub Tables Overview

To access the Sub Tables, click on All Menus - Settings - Sub Tables.

Facts about Sub Tables

Sub Tables drive your Instance! The majority of customization of your Repfabric CRM happens in Sub Tables.

Any User with access to the Sub Tables menu can make changes to your system's Sub Tables.

The main areas where you can edit your Sub Tables are Companies, Contacts, Activity Journals and Opportunities.

Benefits of Customizing your Sub Tables

Integration

Incorporating your Company Verbiage and business process into the Repfabric System

Organized and excited Team

Customized Sub Tables allow users to work efficiently in the Repfabric CRM

Marketing Segmentation

Sub Tables give you the ability to arrangethe data based on your target search

Spending some time now with your leadership team will enhance your Team’s productivity for years to come.

Clear and Concise Reporting​

Impress your Manufacturers with Repfabric Reporting

Which Sub Tables should you start with first?

Opportunity Sub Tables

Stage, Status, Stage Group, Types, Lead Source, Close Reason and Failed Reason

Activity Journal Sub Tables

Canned Notes, Call Type and Manufacturers List

edit Stage

Opportunity Subtables

Opportunity Stage and Stage Group

Opportunity Type and Lead Source

Opportunity Status

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Activity Journal Sub Tables

Canned Notes

Manufacturers List

Call Type

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Each Opportunity Stage must have a predefined Group selected in the Stage Sub Table.

If you need another Group option, create it in the Group Sub Table first then you can select it in the Stage Sub Table.

Repfabric gives a few Types to start. Your leadership team can add more as you see fit.

On build the Lead Source Sub Table is blank.

Edit Stage's Status and Group

When you change the activity “Stage” in an opportunity, the “Status” changes automatically to “Customer/Manufacturer info required.” There is one other choice, “Needs Review.”​ IF you have an email linked to the opportunity, AND the customer was the last person to reply to the email string, the “Status” will automatically change to “Needs Review.” This is so that when you are looking at your list of opportunities, you can use the drop-down in the top left corner and select “Needs Review.” You will see all the opportunities that need your attention. You can, of course, switch it to “Needs Review” manually if you need to.​ What this boils down to is that you can change the wording of “Customer info Required” or “Manufacturer info Required” and that’s it. You can’t have more than 2 choices for “Status,” and one of them has to be “Needs Review.”​

Each Opportunity Stage must have a predefined Status selected in the Stage Sub Table.

If you need another Status option, create it in the Status Sub Table first then you can select it in the Stage Sub Table.

Types

You may want to determine what portion of your team's opportunities are commercial, residential, governmental, etc.

Lead Source

You may want to recognize partners who make quality referrals. Other firms hold their reps accountable for X number of self-generated leads per month or quarter.

Opportunity Stage and Stage Group

Stages are the phases of your team's Sales Funnel or Sales Process. Stage Group is mainly used for reporting or viewing opportunities on screen. If you have different “Opportunity Stages” i.e. ‘Quote requested’, ‘Quote submitted’, and ‘Quote approved’, you might want to have a Stage Group for “Quotes.”

Activity Journal Canned Note Sub Table.

You can create a list of Canned Notes available under the Default list that will show up under every Manufacturer/Principal. Or you can select specific manufacturer(s)/principal(s) to have their own specific Canned Notes.

If you add a new Manufacturer/Principal Company Profile, you will need to make that new manufacturer available in “Activity Journals.” Go to Settings > Sub Tables > Activity Journal Manufacturer List > and move the new manufacturer from the left side (does NOT show in AJ list) to the right side.

Activity Journal Call Type must have a default selected in the Sub Table.

You can also decide to have certain Call Types (such as a Call Plan) excluded from the morning email report.