What are the different sections of karmaSpeaker?

There are many different running parts of karma that can help your company succeed. Here is a quick intro to the different sections/tabs within karma.

CONTACTS

"Contacts" are individual people that you do business with.  Within the contact tab, you can add, delete, edit, organize, and filter your contacts. You can also import and export your contacts, create events and tasks, and create relationships. In each individual contact page, you can share notes, emails, call logs and documents with the rest of your team, too.  

ORGANIZATIONS

"Organizations" are the businesses, organizations, or associations to which your contacts belong. You can have multiple contacts associated with a single organization, and, within the "Organizations" section, you can add, delete, edit, organize, and filter your organizations. You can also import and export your organizations, create events and tasks, and create relationships. In each individual organization page, you can share notes, emails, call logs and documents with the rest of your team. You can also see all notes, emails, and phone logs that are added directly to a contact within the organization.

GIGS

"Gigs" are your opportunities for speaking contracts and are associated to a contact or organization. In the "Gigs" section, you can add, delete, edit, organize, and filter your gigs. You can also import and export your gigs, create events and tasks, and create relationships to other contacts or organizations. In each individual gig page, you can share notes, emails, call logs and documents with the rest of your team.

ACTIVITIES

The "Activities" section houses your calendar and your reminders (also called "tasks" or "activities". In this section, you can change the view, add, complete, or reschedule events and tasks. If you have multiple calendars, you can view only the calendars that apply to you, and, if you'd like, you can integrate with Google calendars, for a 2-way sync between your karma and Google calendars. 

REPORTS

The "Reports" section holds all of the reports created on your account. You can add and manage your different reports and use filters to generate the data in a report, depending on what you want.

SETTINGS

The "Settings" area may look different based on your role within the account, but, for admins and account owners, it includes all customization and integrations. All user types will be able to manage their personal settings, account email templates, and integrations with Gmail, Google Calendar, Google Contacts, social media. Admins and owners will also be able to customize the "New Contact," "New Organization," and "New Gig" forms, add a logo, add users, and add integrations with MailChimp and Zapier. Owners on the account will have all of the above, plus access to the account's billing information. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us