Assigning Capsule users into teams allows for a clearer view of what different teams are responsible for and what they’re working on.
Create teams that reflect your organizational structure
Use teams to restrict access to sensitive records
In addition to the default user roles, Teams provides more granular control over what users can view.
If a user belongs to a team, in addition to unassigned records, they can only access contacts, cases and sales opportunities that are assigned to that team.
Sometimes you’ll want to restrict acccess even further. We’ve got you covered with that too, with our Restricted User role. This permits a user to only see the records that have been assigned to them.
My team can log into Capsule and see their pipeline of orders and very clearly the number of sales they’re bringing in, their personal impact on the business and on our producers around the world, it’s a big morale boost.
By default, Capsule comes with three activity types : note, meeting and call. But with Teams you can create custom activity types that are relevant to your business.
You'll see any custom activity types that have been logged against your records within your reports - giving you a more detailed view of work completed.
Gain an understanding of sales performance across different teams with team reports. Compare activity between teams to investigate what might be contributing to one team’s success over another.
Team reporting is in addition to all of the reports we provide as part of our comprehensive sale analytics tools.Learn more about Sales Analytics
Connect Google Data Studio to Capsule and combine Capsule opportunity data with other sources to create interactive dashboards and build powerful reports that enable you to make better business decisions. With this connection you can create reports that include tags and custom fields you have created within your Capsule account.Learn more about Google Data Studio
The Teams plan is for the account as a whole so it will apply to all users on the account. There isn’t a way to enable the Teams features for some users but not others.
We find that customers with one team also see value from the Teams plan. Access controls, custom activity types and advanced reporting help to make single teams more productive.
Existing customers can upgrade in-app and you can also try out Teams free for 30 days - contact us to learn more.