Account Wide Customization
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Customizing Forms in karmaCRM and karmaSpeaker
This video describes how to customize the layout of the forms within your account. For karmaCRM users, this includes the "New Contact," "New Company," and "New Deal" forms. For karmaSpeaker users, this includes the "New Contact," "New Organization," and "New Gig" forms.
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Deal Stages in karmaCRM and karmaSpeaker
This video describes the process for customizing the stages in the "Deals" section in karmaCRM and karmaSpeaker. If you are a karmaSpeaker account user, this refers to the "Gigs" section rather than the "Deals" section, but the process is the same.
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Adding Custom Fields in karmaCRM and karmaSpeaker
This video describes how to add new custom fields to the forms within your account. For karmaCRM users, this includes the "New Contact," "New Company," and "New Deal" forms. For karmaSpeaker users, this includes the "New Contact," "New Organization," and "New Gig" forms.
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