Setup & Configuration
Getting started, customizing your account and inviting users.
Account & Security
Managing billing, plan changes, user roles and security.
Contact Management
Adding, managing, customizing and reporting on your Contacts.
Calendar & Tasks
Capsule’s calendar and how to create, organize and report on Tasks.
Project & Event Manager
Store files, manage projects and streamline your workflow using Cases.
Sales
Learn how to manage and forecast your sales using Opportunities.
Business Insights
Understanding user activity and sales using Reports.
Integrations
Learn how to connect your favorite tools with Capsule.
