August 26, 2013

Task Templates

BY John Paul Narowski IN karmaCRM News and Updates 0 Comment

Task Templates

With task templates, you are able to add multiple sales templates and apply them to contacts, companies, cases etc.

Dependent Steps

These templates can have dependent steps, and you are also able to add automatic reminders and categories. To help guide your team, you can add a description or script.

Reduce Repetition

Task templates help reduce repetition when creating a sales process (or any other process you work with where tasks are utilized), and they help keep your team doing and saying the right thing at the right time.


I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

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