karmaCRM/karmaSpeaker Training Videos

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Account Wide Customization

  • Moving Email Templates Around

    Moving Email Templates Around

    Duration: 01:32

    Posted: Friday, January 24, 2020

    Tagged: Account Wide Customization Tips and Tricks karmaCRM karmaSpeaker New Feature

  • New Feature - Archive Campaigns

    New Feature - Archive Campaigns

    Duration: 01:33

    Posted: Friday, January 24, 2020

    Tagged: Account Wide Customization karmaSpeaker karmaCRM Tips and Tricks New Feature ...and 1 more

  • Goal Settings

    Goal Settings

    Duration: 00:53

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Customizing Forms in karmaCRM and karmaSpeaker

    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.

    Duration: 02:10

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Organization Settings

    Organization Settings

    Duration: 01:08

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Navigation Tabs

    Navigation Tabs

    Duration: 01:14

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Deal Stages in karmaCRM and karmaSpeaker

    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.

    Duration: 01:21

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Deal Form Settings

    Deal Form Settings

    Duration: 01:39

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Adding Custom Fields in karmaCRM and karmaSpeaker

    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.

    Duration: 03:04

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Contact Form Settings

    Contact Form Settings

    Duration: 01:49

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Company Form Settings

    Company Form Settings

    Duration: 01:24

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Case Form Settings

    Case Form Settings

    Duration: 02:28

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

Video Categories

  • karmaSpeaker
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  • 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

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