Tracking Sales Progress

Tracking Sales Progress

Using Repfabric to track your sales from Opportunity to Invoice

Click to Start

This document is proprietary and confidential. No part of this document may be disclosed in any manner to a third party without the prior written consent of Repfabric, LLC.

Key Components of Tracking Sales

Opportunities/ Jobs

Quotes

Purchase Orders

Opportunities and Jobs will store any possible sales

Quotes can be made and sent off to your customer

Create and track Purchase Orders

Why should I enter my Expenses in Repfabric?

Expenses Module and how it can benefit you

The Expenses Module allows users to submit expenses with or without receipts (depending on the company requirements) and have them approved so they can be reimbursed.

Expenses in 3 easy steps

Create the Expense in the Web Portal or Mobile app

Attach the Expense to an Expense Report in the Web Portal in the Expenses Module

Submit an Expense Report for Approval in the Web Portal in the Expenses Module

Just remember! Only 3 easy steps!

Create Expenses

Group Expenses into a Report

Submit the Report for Approval

Great job! Scroll down and click on the "Next Activity" button to continue learning

Expenses Feed in the Expenses Module

Expenses Section in the Mobile App Activity Journal

Expenses Feed in the Expenses Module

Expenses Section in the Activity Journal