FAQ
- Filtering Lists
- Backing Up Your Contacts, Companies, Deals, Tasks, or Cases
- Getting Started With a Virtual Assistant
- How do I change a user's name, initials, password, user type, permissions or groups?
- What are the different sections of karmaCRM?
- Can I get one on one training for all of my users?
- How can I change or reset my password?
- What are my duties as an Admin on the account?
- What is the difference between the karmaCRM plans?
- I have different locations or sales areas. How do I separate the data so Group A sees only Group A relevant information?
- What is my responsibility as an owner on the account?
- How do I change the assigned user?
- 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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