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index draft

If you have queries about using Capsule, please refer to the help topics below in the first instance.

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Managing Contacts, Customers, Vendors & Other Relationships

  • covers:
  • using tags, custom fields and datatags to categorise people
  • adding people and organizations
  • keeping a history of notes, emails and files

Managing Tasks

  • covers:
  • managing your to-do list
  • assigning tasks to other users
  • working through a series of tasks using tracks

Managing Deals, Bids, & Other Opportunities

covers:
  • recording opportunities for a person or organization
  • establishing milestones
  • monitoring your pipeline

Managing Cases

covers:
  • using cases to manage customer support activities and other events

Storing Emails via the Drop Box

  • covers:
  • attaching emails to contacts in Capsule
  • hints on using different email systems

Getting your Contacts into Capsule and Exporting

  • covers:
  • how to use vCards and CSV to import contacts
  • importing from Outlook, Gmail, Apple Mail, LinkedIn, Thunderbird or spreadsheet
  • how to export from Capsule

Managing Users & Security

  • covers:
  • setting up users and what they can do

Account Information

  • covers:
  • how billing works
  • upgrading to a professional account

Customizing Capsule

Glossary of Terminology

authored by Phillip.Haines, last updated on 2010-03-09

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