How to Add a Special Project

On your Menu, click More>> Select Other Inputs Click Special Projects Enter the Special Project Title (eg World Cup), its Starting Date and Ending Date The Starting Date means when selling the project can start (not the actual date the project is happening). The ending Date means when selling the specific project should end

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Tabie CRM – NBS Progress Tracker

Category Detail 1 Friday mail Show shortage vs target activities per account manager 2 Duplicates Disable entering a client with exact name speilling 3 Duplicates assign Patrick, Jules to harmonize, merge duplicates into same client, 4 Duplicates Patrick, Jules Assign same client to several other account managers, 5 Duplicates Enable adding projects and brands under

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How to add/edit/delete Contact Person details of Existing clients

In case a client (organisation) already exists the Tabie CRM database, you can still Add new contact persons to that client Edit already-existing contact person details Delete contact person information This is possible in 6 steps On your menu, click More Click Other inputs Click Add/Edit Contact Persons In the same row of that specific

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How To Make Reports On Concluded/Postponed/Canceled Activities in Tabie CRM

1. Click Plans and Reports on the menu bar. 2. Click Report/Postpone. 3. Click Status and if an event is postponed click Postpone, then select new date and time and add a comment, If an event is canceled/done, click Cancel or Done respectively, then add a comment. 4. Click Submit.

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How To View Scheduled Activities And Reminders In Tabie CRM

1. Click More on the menu bar. 2. Click Planner Summary 3. View of Scheduled Activities And Reminders 

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How To Add Activities To The Schedule/Plan In Tabie CRM

1. Click Planner on the menu bar. 2. Click Enter plans 3. Enter Plan by entering the Date, Time, Activity, Client/Prospect, Details 4. Click Submit.

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How To Edit Brands Under A Client Tabie CRM

1. Click More on the menu bar. 2. Click Other Input (Contacts, Brands, etc) 3. Click Enter Brands to clients

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How to edit Contact Persons under a Client in Tabie CRM

1. Click More on the menu bar. 2. Click Other Input (Contacts, Brands, etc)     3. Click Add contacts person to clients

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How to view the clients list

  1 – Click Client List on the main menu, the clients list will display.

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How to search for a contact person/organisation in Tabie CRM

1 – Type keyword or name in the Search area to view the contact person/organisation in Tabie CRM    

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