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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.
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How do I remove users from my karma account?
In this video we cover the differences between disabling a user vs suspending a user, along with how to do it.
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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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