Topics started by Chelsea Burgess

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C
Beginner
Chelsea BurgessBeginner
asked in Ask a Peer

Emails from clients who have not been created in Karbon yet

Hello everyone,New here :) Our firm is currently using Practice Ignition to import clients once they have signed their proposal. The issue we constantly have is emails sitting in our triage from clients who have not signed on with us yet, therefore there is no client in Karbon to attach them to yet. We could create one ahead of time, but I think Karbon would double up on contacts if we do that.Wondering if anyone has any solution to this so they don’t just have emails sitting in their triage that need to be added to a work or contact.Help would be much appreciated or any advice. Thanks!

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leeseinmt
Rising Star
10 months ago

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