Managing your clients and contacts in Karbon

 

This session explores everything to do with contact management in Karbon. Whether you need to store less common data for a client, search and find a client, manage a complex relationship between tax and trusts, or export contacts to email them in bulk, this video will show you how to do it with Karbon.

Based on techniques implemented by other best-in-class businesses, you’ll learn best practices to track how your team is progressing using:

  • Accounting details

  • Contact types

  • Contact groups

  • Preferred names

  • Contact export tool

  • + much more

By following the steps outlined in this session, you’ll learn the best way to organize and manage your clients, and compile a powerful database within your workflow and collaboration hub.

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