It's quick and easy to add your Contacts. Here we show you how to add a single Contact and we also provide an overview of our import process.
A big part of using your CRM is storing your email communication - here we cover how to store this with our dedicated Mail Drop Box.
One of the great features in Capsule is the ability to add Custom Fields. It's really quick to customize Contacts, Sales Opportunities and Cases.
Organizing your records in Capsule is quick and simple - here we highlight how to achieve this through Tags.
Here we provide an overview on how to manage your Sales Pipeline, along with how to best utilize some of our key features.
Discover the benefits of using our designated add-on and watch us provide a step-by-step guide on how to set it up.
Cases allow you to organize and manage any work outside of a sales pipeline.
Here we cover the benefits of using our Outlook Calendar integration and also provide a step-by step-guide on how to set up.
Combining User Roles and Teams within Capsule gives you greater control over access to data within the account.
Assigning records can be vital for account organization. We cover how this works alongside your records.
Take a look at the advanced activity and sales reporting on our Teams plan.
Breakdown activity and sales reports, which will help you understand and evaluate performance across your account.
Learn how to set up Google Data Studio using your Capsule data on the Teams plan.