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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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 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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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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