How do I make the sure my customers contact information is correct?


Kaarma customer contact data validation


Advisors should pay attention to the numbers that Kaarma has imported from the DMS and verify their accuracy. The majority of customers prefer to have their cell phone numbers as their primary point of contact.  It is best to update your customer in your DMS so that myKaarma will have the most updated customer information.  



Have more questions? Submit a request


Please sign in to leave a comment.