Fundamentals Training

Loading...


In this module, you’ll explore the core features of Karbon and then schedule a 45-minute Q/A session to learn other tips for getting started. Perfect if you are new to the app.

You’ll learn how to:

  • Use Triage to manage your email
  • Create and schedule Work across your team
  • Manage your tasks in To-Do
  • Organize and import client data