Arrange Capsule into Teams and benefit from an increased focus on tasks and communication. Combine Teams & Roles to have more control over data access.
Segment Capsule users into Teams allowing for a clearer view of what different teams are responsible for and what they’re working on.
Team members can only access contacts, cases and sales opportunities that are assigned to their teams, allowing users to focus on what matters most.
If your business doesn’t have such clearly defined teams, you can use the Teams feature to create a single team for a management group where more sensitive records can be kept.
Access to records is not only based on team membership but one of three different roles that can be assigned to your users too. This ensures that users only have access to the records you want them to and allows for an increased level of security and organization.
Use Capsule’s sales reports to gain an understanding of sales performance across different teams. Compare activity across different teams to investigate what might be contributing to one team’s success over another.