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On-demand tutorials and walkthroughs
Teacher
Liz Best
Time
2 minutes
Add New Users: Starter Plan
Learn how to invite your co-workers to join you in Capsule if you are on the Free or Starter Plan
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Capsule Basics
Importing Contacts
03:49
Importing Opportunities
03:35
Organizing Records
04:29
Add Custom Fields
04:25
Email Sending and Email Templates
05:40
Store Your Emails
01:56
Add New Users: Starter Plan
02:49
Manage your Sales Pipeline
09:07
Manage your Projects
15:16
Gmail Add-on
05:58
Microsoft Outlook Add-in
08:49
Outlook Calendar Integration
08:23
Xero Integration Setup
07:45
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