Account Optimization & Template Building
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In this training module, you will learn how to set up Karbon, optimize key settings, and create workflows before adding additional team members. After exploring the on-demand training, book a 45-minute session to interact with a Live Expert and cover the following areas:
You’ll learn how to:
- Customize key settings
- Optimize a pre-populated template
- Create and automate Client Tasks
- Create and manage work
