Support Portal

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How to import contacts

How to import contacts in different ways, including using an Excel spreadsheet, a CSV file or from Google Contacts.


Using the MailChimp integration

Integrate with MailChimp to send email newsletters to your Capsule contacts and track campaign stats for each contact.


Managing Tracks

Tracks provide a simple way to define a sequence of tasks for things you need to get done.

Managing Deals

Set up opportunities to track a potential sale with a customer such as a bid, deal or proposal.


Storing emails via the drop box

Use the Capsule drop box to store emails against your contacts or use it to create opportunities, cases or tracks.


Google Apps Integration

How to use the Capsule gadget for Gmail and set up Single Sign-On login via Google Apps.

Managing Contacts

Categorizing contacts, creating lists, using tags and more.

Customizing Capsule

Customizing Capsule using tags, DataTags custom fields and more.

Contact Reporting

Creating lists and sales reports using a range of powerful filters.

Import

Importing contacts, including via an Excel spreadsheet, CSV file or LinkedIn.

Export

Exporting contacts and backing up all your data

Managing Deals

Tracking potential sales with opportunities and setting milestones.

Managing Cases

Cases explained, including searching, assigning and closing cases.

Tasks and Calendar

Creating email reminders and importing tasks into your calendar.

Managing Tracks

Setting up tracks and defining a sequence of tasks with Tracks.

Emails via the drop box

Creating opportunities, cases or tracks and storing emails via the drop box.

Permissions

Adding users, managing permissions and restoring deleted records.

User Preferences

Changing email address, regional settings and handling forgotten passwords.

Account and Billing

Upgrading your account and updating billing preferences.

Integrated Apps

Using Capsule with applications including Mailchimp, Wufoo, Xero and more.

Google Integration

Adding your contacts to Google and showing tasks in your calendar.

Google Apps for Work

Using the gadget with Google Apps and logging in using Single Sign-On.

Capsule Mobile

Downloading the Capsule mobile app and importing contacts using the app.

Affiliates

Referring customers and earning money with the Capsule affiliate program.

Social Integration

Linking social profiles to apply to your contacts in Capsule.

Data Protection

Securing your data and meeting data protection requirements.

System Requirements

Information on system requirements and browsers Capsule supports.