Topics started by Katharine

2 Discussions

Katharine
Beginner
KatharineBeginner
asked in Ask a Peer

How track client source

Anybody out there find a way to track within Karbon each client’s source? For example is a new client came to me as a referral from another client I want to always now how they came to me or from a specific promotion or referred by a specific attorney. 

7
Eric B.
Beginner
8 months ago
Katharine
Beginner
KatharineBeginner
posted in Ask a Peer

Anyone have their cloud phone intergrated to Karbon in any way?

Looking for a way to get call history and text messages from a cloud phone service to a client’s timeline in Karbon .  Anyone able to do this using a particular cloud phone service with Karbon? Using Zapier?

5
Automation n Stuff
Rising Star
11 months ago

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