The Taskbar

TAP CRM's taskbar is designed to streamline your workflow and keep essential tools within reach. With quick access to you real-time updates on your Dashboard to key functions, it helps you stay organized and ease your gateway to efficient customer management.

Running along the taskbar are six page sections that where you can run and load lists of Leads, Clients, your service Pipelines, Activities and Documents.

Another interesting feature that you can find along the Taskbar is the 'New Activity' button.

You can also do some quick searches along the Taskbar. You can search client's name, policy number, business file, and contact info like e-mail address or mobile number.

Here you can see your Account details.

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