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Hi there, as a new company to Karbon, can anyone advise how the client emails get sent?  Are they automatic or do I need to go into the Work task and send them?

Thanks

There are two ways. You can send them from the client’s work as you need and you can also scheduled them to be sent.

Hope this helps.

 

Here is a link to a really helpful article on Client tasks and sending emails.

https://help.karbonhq.com/en/articles/1524688-sending-client-tasks

Here is a link to a really helpful article on Client tasks and sending emails.

https://help.karbonhq.com/en/articles/1524688-sending-client-tasks

@Debbie Theobald if this is the best answer, can you mark it?

@DianeK I need to get better at finding those articles, lol.

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