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 add a Client and Contact Persons in Tabie CRM

1 – Click Add Client on the main menu 2 – Enter details about the client’s organisation in the green panel 3 – Enter contact person information in the orange panel 4 – Click Submit Prospect   What to note about this page Every Organisation must have at-least 1 contact person for the form to

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Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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