Karbon works best with your data in it - contacts, business processes and work. Follow this guide to get your data imported into Karbon quickly and completely.
The data import process is completed in 3 steps and completed in sequential order:
Step 2: Request best practice processes and import your existing ones
Step 3: Bulk create your firm's work
Spend some time on optimizing your workflow.
A full set of workflow & automation videos can be found here.