CRM Login Page:
CRM Login Page:
Embedded Files
You would been provided your CRM URL when your CRM was set Live. If you’re unsure or can’t locate it, please contact us at info@tapnz.co.nz for assistance.
In your web browser (preferably Google Chrome), enter your CRM link directly into the address bar/URL field.
This will be: crm.tapnz.co.nz/companycode
Unauthorized Error:
Unauthorized Error:
If the 'Company Code' is not included in the URL, attempting to log in will prompt 'Unauthorized Access'. It's crucial to verify this to avoid login issues.
Logging Into the CRM:
Logging Into the CRM:
To access the CRM, use the same credentials that you use to log into Gmail or Microsoft, as these two systems are linked.
Logging Into the CRM
Logging Into the CRM
To access the CRM, use the same credentials that you use to log into GMail or Microsoft, as these two systems are linked.
GMail - If this is your first time logging in, click 'Allow' to establish a link between the CRM and your Gmail Calendar, you will be able to add activities and appointments to your calendar via the CRM.
Microsoft - If you are logging in for the first time, complete the 2FA process to connect the CRM. Also this will be linked to your Outlook Calendar, where you can add activities and appointments directly to your calendar through the CRM.
Note: The CRM does not have the functionality to do anything other than create an appointment in your calendar via Activities (and then, if you edit or cancel that Activity, it would update your calendar accordingly)
Logging In Via Google
Logging In Via Google
Logging In Via Microsoft
Logging In Via Microsoft
Logging Out
Logging Out
Please ensure that if you are using the CRM on a computer that is not yours, that you log out of the CRM AND your emails or use an incognito window.
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