karmaCRM/karmaSpeaker Training Videos

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  • 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

  • Company List

    Company List

    Duration: 01:21

    Posted: Thursday, November 3, 2016

    Tagged: Company Tab

  • Changing Your karmaCRM or karmaSpeaker Account Language to Spanish

    Changing Your karmaCRM or karmaSpeaker Account Language to Spanish

    This video pertains to your karmaCRM or karmaSpeaker account settings and describes how to change the language of your account from English to Spanish.

    Duration: 01:06

    Posted: Thursday, November 3, 2016

    Tagged: User Settings

  • Case Form Settings

    Case Form Settings

    Duration: 02:28

    Posted: Thursday, November 3, 2016

    Tagged: Account Wide Customization

  • Add a Company

    Add a Company

    Duration: 02:07

    Posted: Thursday, November 3, 2016

    Tagged: Company Tab

  • How do I change a user's name, initials, passwords, permissions, etc?

    How do I change a user's name, initials, passwords, permissions, etc?

    Duration: 01:27

    Posted: Thursday, November 3, 2016

    Tagged: Users

  • Logo & Theme

    Logo & Theme

    Duration: 00:40

    Posted: Thursday, November 3, 2016

    Tagged: Customization

  • KarmaCRM Overview

    KarmaCRM Overview

    Duration: 02:34

    Posted: Thursday, November 3, 2016

    Tagged: karmaSpeaker

  • Introduction to Integrations in karmaCRM and karmaSpeaker

    Introduction to Integrations in karmaCRM and karmaSpeaker

    This video describes the various integrations available for your karmaCRM or karmaSpeaker account as well as the area of your account settings where you can connect these external applications.

    Duration: 02:23

    Posted: Thursday, November 3, 2016

    Tagged: Integrations

  • Header Bar

    Header Bar

    Duration: 01:32

    Posted: Thursday, November 3, 2016

    Tagged: Navigation

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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

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