On-demand tutorials and walkthroughs

Add Your Contacts

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.

3 minutes

Store Your Emails

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.

1 minutes

Add Custom Fields

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.

4 minutes

Organizing Records

Organizing your records in Capsule is quick and simple - here we highlight how to achieve this through Tags.

4 minutes

Manage your Sales Pipeline

Here we provide an overview on how to manage your Sales Pipeline, along with how to best utilize some of our key features.

9 minutes

Gmail Add-on

Discover the benefits of using our designated add-on and watch us provide a step-by-step guide on how to set it up.

5 minutes

Cases

Cases allow you to organize and manage any work outside of a sales pipeline.

9 minutes

Outlook Calendar Integration

Here we cover the benefits of using our Outlook Calendar integration and also provide a step-by step-guide on how to set up.

8 minutes

Teams Plan: Roles and Teams Creation

Combining User Roles and Teams within Capsule gives you greater control over access to data within the account.

4 minutes

Teams Plan: Assign Records

Assigning records can be vital for account organization. We cover how this works alongside your records.

4 minutes

Teams Plan: Reporting

Take a look at the advanced activity and sales reporting on our Teams plan.

5 minutes

Report Breakdowns

Breakdown activity and sales reports, which will help you understand and evaluate performance across your account.

3 minutes

Google Data Studio Setup

Learn how to set up Google Data Studio using your Capsule data on the Teams plan.

5 minutes