karmaCRM/karmaSpeaker Training Videos

Menu ▾
  • Home
  • Playlists
  • Playlists
  • Categories ▾
    • karmaSpeaker
    • karmaCRM
    • Dashboard
    • Contact Tab
    • Import CSV
    • Calendar
    • Navigation
    • Integrations
    • Customization
    • Users
    • Email
    • Company Tab
    • Account Wide Customization
    • User Settings
    • Deal Tab
    • Misc
    • User Groups
    • Tasks
    • Tags
    • Tips and Tricks

Tasks

  • Task Templates in karmaCRM and karmaSpeaker

    Task Templates in karmaCRM and karmaSpeaker

    This video provides an overview of the "Tasks" area of the "Settings" section in your karmaCRM or karmaSpeaker account, including how to edit the types of tasks that are defaults in your account and how to create task templates, to automate reminders in your day-to-day processes.

    Duration: 04:44

    Posted: Thursday, November 3, 2016

    Tagged: Tasks

Video Categories

  • karmaSpeaker
  • karmaCRM
  • Dashboard
  • Contact Tab
  • Import CSV
  • Calendar
  • Navigation
  • Integrations
  • Customization
  • Users
  • Email
  • Company Tab
  • Account Wide Customization
  • User Settings
  • Deal Tab
  • Misc
  • User Groups
  • Tasks
  • Tags
  • Tips and Tricks

© 2025 Karmacrm