Setup & Configuration
Importing and Migrating Data
- Getting Started
- How to import Contacts from a CSV or Excel file
- Adding Custom Fields via import
- Adding Tags via import
- Adding DataTags via import
- How to import history
- How to assign users when importing
- How to view last imports
- How to undo the last import
- CSV or Excel import troubleshooting
- How to import Opportunities and Projects
- How to import Contacts using the Capsule Mobile App
- How to import Contacts using accounting integrations
- Migrating data to Capsule from a different CRM
User Guide to Getting Started
- Getting started as a user
- How to access your Capsule account
- Password Management
- How to update the password
- How to get a username and password reminder
- Two Factor Authentication
- How to manage your email addresses
- Click to Call
- How to set your region, time zone and currency preferences
- How to set up notification emails
Storing Emails
- Understanding the Mail Drop Box
- How to store emails using the Drop Box
- Controlling where an email is attached
- Starting a Track
- Creating a follow-up task
- Troubleshooting
- Tips for using different email clients
- Attachment file size limit
- Support for international languages
- Detailed explanation of email matching rules
- Changing the default email client
- How to store emails using the Outlook Add-in
- How to store emails using the Gmail Add-on
- Gmail Forwarding