Account Optimization & Template Building


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