Rated 4.7 on G2
Become a PartnerContact Sales
Product
Pricing
Integrations
Use Cases
Resources
Log InTry Free
Support home
  • Setup & Configuration
  • Importing & Migrating Data
  • Account & Security
  • Contact Management
  • Calendar & Tasks
  • Workflow Automation
  • Projects & Event Manager
  • Sales
  • Business Insights
  • Mobile Apps
  • Integrations

Setup & Configuration

Importing & Migrating Data

Account & Security

Contact Management

    What Are Contacts?How to Add ContactsHow to Enrich and Customize Your ContactsUpdating or Editing a ContactExporting and Deleting ContactsReporting on ContactsFrequently Created Contact Reports

Calendar & Tasks

Workflow Automation

Projects & Event Manager

Sales

Business Insights

Integrations

Contact Management

What Are Contacts?

  • Understanding Contacts
  • Who is Responsible for a Contact?
  • Updating the Contact’s owner

How to Add Contacts

  • How to add a single Contact
  • How to Add lists of Contacts
  • How to Create Contacts via the Mail Drop Box

How to Enrich and Customize Your Contacts

  • How to Log Activity on Contacts
  • How to Comment on an Activity
  • How to Enrich Contacts
  • How to apply and delete Tags on your Contacts
  • Custom Fields on your Contacts
  • DataTags on your Contacts
  • Adding Custom Titles to your contacts
  • How to view Invoice information on your Contacts

Updating or Editing a Contact

  • Adding a Person’s Organization
  • Changing a Person’s Organization
  • Converting from Person to Organization and vice versa
  • Merging Contacts
  • Updating Contacts through an import
  • Deleting files stored against a Contact

Exporting and Deleting Contacts

  • Exporting individual Contact records
  • Exporting a group of Contacts
  • Deleting an Individual Contact
  • Deleting a List of Contacts
  • Restoring a Contact that has accidentally been deleted

Reporting on Contacts

  • Creating Lists
  • Filtering to get the Contacts you want in your Report
  • Sorting and Reordering Columns in your Report
  • Using a List of Contacts
  • Saving a Contact Report
  • Modifying a Contact Report
  • Deleting a Contact Report

Frequently Created Contact Reports

  • Contacts that haven’t been Updated
  • Contacts you haven’t contacted recently
  • Recently added Contacts
  • Finding contacts based on custom fields that use numerical scoring
  • Search tips

Didn’t find what you were looking for?

Contact Us

Find us: X, Facebook, YouTube, LinkedIn

Capsule
Features OverviewCRM ComparisonsiOS & AndroidPricingSecurityStatus 99.99%Partner ProgramCapsule's Free Plan
Company
AboutBrand ResourcesCareersCustomer TermsPrivacy PolicyGDPRContact Us
Integrations
API for DevelopersQuickBooksXeroZapierMicrosoft 365MailchimpGmailGoogle WorkspaceAll Integrations
Solutions
For StartupsFor Small BusinessFor Mid-Sized BusinessFinanceSaaSPhotographersCustomer ServiceFreelancersNonprofitsAll Industries
Resources
SupportBlogVideo TutorialsCustomer StoriesSales Tracking SoftwareCapsule CRM SoftwareWhat is a CRM?CRM Glossary
Capsule is a service of Zestia Ltd, a company registered in England with company number 06418281. © 2025 Zestia Ltd. All Rights Reserved.