karmaCRM/karmaSpeaker Knowledge Base
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FAQ

  • Customizing your Lists (Contacts, companies, etc.)
  • How do I change the name of the tabs or hide them?
  • Can my data be private to other users?
  • Filtering Lists
  • Why is my last statement different than my plan’s cost?
  • How can I add files to my account?
  • What happens if I don't upgrade, when my free trial ends?
  • Bulk Updating
  • I have different locations or sales areas. How do I separate the data so Group A sees only Group A relevant information?
  • Can you help me get started in setting up the account?
  • Can I get one on one training for all of my users?
  • Archive Campaigns
  • What is my responsibility as an owner on the account?
  • What are my duties as an Admin on the account?
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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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