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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