Getting Started: OnBoarding List and Templates

Ready to onboard with RepBox? Here is a list of all you will need to provide RepBox in order to get started. If you choose not to go with our OnBoarding package, this is the suggested course for OnBoarding yourself.

  • Add Users
  • Add Manufacturers
  • Add Accounts
  • Add Contacts
  • Add Products
  • Set up Initial Reports
  • Add Opportunities (optional)
  • Add Quotes (optional)
  • Add Samples or RFQ's (optional)

Download Excel Templates here


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