Karbon

Learn the best practices for managing your emails in Karbon

Managing emails

Step by step directions to check in and follow up on notes and emails that you've assigned.

Lead, Prospect, Introduction, Lead Management & Qualifying your leads.

A prospect is a potential client that you have a relatively high chance of converting into a client.

Kanban is a style of workflow management. It provides a flexible approach to optimize workflows by visualizing all work on a single canvas.

How to deal with a colleagues email and work when they are out on various leaves (vacation, annual leave, disability, child-bonding leave)

How to manage your tax production system to pull in work when ready while ensuring all work is accounted for at the beginning of tax season.

Managing your firm's PTO (Paid Time Off) within Karbon helps with accurate capacity planning and KPI tracking.

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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