karmaCRM/karmaSpeaker Knowledge Base
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FAQ

  • How can I change or reset my password?
  • How much does each karmaCRM plan cost?
  • Getting Started With a Virtual Assistant
  • What is an Admin?
  • How do I change a user's name, initials, password, user type, permissions or groups?
  • How secure is my data?
  • Confidentiality of Information
  • My user didn't get the email invitation to activate their account. What do I do?
  • Is karmaSpeaker right for me?
  • How do I find the data I need to find?
  • If I delete something, is there an undo?
  • What is the difference between the karmaCRM plans?
  • How can I get my users to actually use karmaCRM?
  • Send later on a specific day and time
  • Backing Up Your Contacts, Companies, Deals, Tasks, or Cases
  • Customizing Stages, Statuses, Referral Sources, etc.
  • What are the different sections of karmaSpeaker?
  • What are the different sections of karmaCRM?
  • How do I customize the options within standard fields, such as stage, status, referral source and industries?
  • Can I upgrade or downgrade at any time?
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Categories

  • API
  • Account Management
  • Activities/Calendar
  • Backup/Exporting
  • Calendar
  • Campaigns
  • Companies/Organization
  • Contacts
  • Dashboard Widgets
  • Data Management
  • Deals/Gigs
  • Email
  • FAQ
  • Importing
  • Intergrations
  • Lists
  • Parts of karma
  • Reports
  • Security
  • Task Templates
  • User Management
  • Webhooks
  • eSpeaker Integration
  • karmaPartners
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