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Welcome to the How-To Hub—your ultimate go-to for clear and practical tutorials. Whether you’re looking how to navigate the CRM, export reports or simply look for data, the know-how for your everyday tasks, this is built for you!
Explore our guides designed to make learning the CRM easy. We sourced these from frequently asked questions by our Adviser from TAP Community. We provide direct instructions to help you use the CRM with confidence.
Dive in and discover how simple it can be to get things done. Happy learning!
Frequesntly Asked Questions / How-To's
Frequesntly Asked Questions / How-To's
Things We Can Do For You
Things We Can Do For You
Resource Links
Resource Links
This is regularly updated, a work in progress. If your queries are not found on this page, connect with your TAP Team.
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