Hosted by Keith from our Customer Success team, joined by James (also Customer Success) and Rachel from Support, who answered questions live throughout the session.
The session is particularly relevant for sales teams and managers who are either new to Capsule or looking to get more out of the platform's upgraded features.
Key points covered include:
How to organize and automate your pipeline, using filters, tags, enrichment, and workflow tracks
Data and business insights, including the updated reporting, analytics, and goal-setting tools
Customization and increased focus, from custom activities and fields to clear record ownership
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