Welcome to the latest Capsule Hints and Tips – helping you make the most of Capsule so you can do more of what you love!
If you have just started using Capsule, or if you’ve been using it for a while, there’ll be something here for you 😊
There have been some very exciting new features released recently in Capsule and I’m going to cover some of them in this email. And, there’s even more features on their way!
If there’s anything you’d like to see in future Hints and Tips then please do let me know, you can easily email me by clicking here.
If you’d like to have a chat about how you can make the most of these hints and tips within your own CRM then click here to arrange a time.
BIG NEWS #1 – Pin Activities to the Top!
We can now keep the activities that matter most to us right where we need them – at the top, so that the important context doesn’t get buried in our history.
We can pin up to 10 activities by clicking the pin icon on the Activity itself:
And, we can see all of the pins under the new Pins tab:
You can also see the most recent pinned activity under the AI summary at the top of the History section 😊
BIG NEWS #2 – Easier to send Emails and Log Activity!
It’s now easier and quicker to send emails and log activity because we can click on both of these from right under the contact’s name, the opportunity name and the project name!
Up until now we’d have to scroll down to below the AI Summary and any tracks, to get to this functionality, so this is a real time saver!
And this will be even more useful when the email changes come in, and I hear that that is going to happen pretty soon!
BIG NEWS #3 – Claude and Capsule
Last month I mentioned that the Claude and Capsule integration is on it’s way. I tried to follow the instructions to set this beta up and failed miserably! The good news is that the integtation is being simplified.
More to come on this in due course 😊
BIG NEWS #4 – Side Panel Navigation
Capsule is going to have quite a facelift soon! Side Panel Navigation is on it’s way! I wasn’t sure about this one, but after seeing it in action I really like it!
You may have seen an invitation on your account to be one of the first to try it out, it’s a good thing to have a look at, and you’ll have the chance to give feedback to Capsule 😊
Have you seen / been using:
1. AI Meeting Preparation
You may have seen the new AI button “Prepare” within the Calender area on the home screen:
Capsule checks through the activities and gives a summary to help us be prepared for our meeting. How clever is that! Another good reason to integrate your calender if you haven’t already.
Let me know if you’d like some help to do that.
2. Tracks on People and Organisations
Tracks are a series of tasks which reflect our processes, so tracks on an opportunity will remind us to do what we need to do to move the opportunity from one milestone to the next until we win the opportunity. A track on a project helps us stay on top of each stage in our delivery process.
When we nail this we can really make the most of automations in Capsule – check out this video for more info.
A track on a person or organisation is slightly different in that we don’t have milestones or stages to move them along, so a track is likely to be more all encompassing.
Here are some ideas to use this fab feature:
Contact Nurture
Research Project
Partner Programme
We can now automatically add Tracks to contacts using an Automation in Transpond! Let me know if you’d like to have a chat about whether Transpond would be good for you (if don’t already have it!)
3. Bulk actions on Tasks
To save time (and maybe catch up with your tasks!) you can now bulk complete and bulk change the due date of your tasks 😊
And don’t forget you can add more tasks into your own CRM, just go to Account Settings and then Task Categories, you can even colour code them – which I love!
You can then add these new Task Categories to any of the tracks that you have set up 😊
4. Use Capsule to help with “other stuff”
I use a Project Board to manage my monthly content activity – it’s a game changer!
There are things I want to do each month so I have set them up in a track and create a “stage” for each month of the year.
When the last task in the track is ticked off for the current month the same track is added again for the current month – meaning that I’m top of it all – and that feels good!
Users on the Growth plan get 5 project boards, and many other additional features. All of my clients get a 50% discount for 3 months when they upgrade, so let’s have a chat about whether it would be a good plan for you to be on.
More Capsule Improvements You May Want to Use
1. Add connections from LinkedIn into Capsule
Have you seen the new integration: Add to CRM? I’ve been using it and it’s brilliant – you can easily create a contact from LinkedIn in Capsule in a couple of clicks!
2. Customise Your Reports
Did you know users on the Growth Plan and up can customise your own dashboard in reports?
It’s a great thing to do as it enables us to keep an eye on what is actually going on in our businesses.
3. Automations
We can do some really clever things in the Pipeline and Projects now using automations.
I’ve recently recorded a couple of help videos to show what type of things we can do – the first is for simple automations, and the second more advanced ones.
4. Cleaner, clearer Reports
You can access key insights quickly – ideal for making better, faster decisions!
Quick Tips
Quick Tip #1
Drill down into your top priority activities by filtering your tasks in the newly seperated out tasks area.
Quick Tip #2
Save yourself time by using email templates – these are set up on People and Organisations, or Opportunies, or Projects, you can even use AI to help with the content. When you add merge fields into the template you can really save yourself time!
Quick Tip #3
Did you know that you can find people based on the attributes of the Organisation? Click on More Options, tick the box, and really dice and slice your data!
New You Tube Videos to help you set up Capsule
Over on YouTube, I’ve added 4 new videos to help users set up thier own CRMs. You can watch them by clicking here.
If you’d like me to get stuck into your own Capsule then my Capsule Health Check will uncover hidden features, streamline your workflows, and save you hours each week! Let me know if you’d like to find out more about this service.
My YouTube channel has lots of help videos on it, you can check them out here 😊
And, if you’d like to chat about your own CRM then let’s jump on a Complimentary Capsule Check In, which you can book by clicking here.
With best wishes
Julia
x
01635 592020
julia.blake@blakeconsultants.co.uk
