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 – Capsule’s Glow Up!
Here’s a significant change to the whole system! We now have a side panel menu!
To be honest I wasn’t sure how I’d like the new layout, but I love it!
Capsule can now look like this:
The naviagation to all the areas in Capsule is on the left, and top right is where you’ll find a quick link to Transpond, Integrations, Mentions, Help and Account Settings!
You can also still click on your image (or initials if you haven’t changed your profile image on your own contact record (top right), and get to these areas in the original way.
I also love that when you highlight something in the CRM to copy then your own colour palette is now used!
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BIG NEWS #2 – Sending Emails and Replying to Emails from within Capsule
It’s now possible to reply to emails from within Capsule!
This change is in addition to us being able to change the recipient of an email in Capsule, if you have this functionality you’ll be able to see a “x” to the left of the recipients name:
You can also add more than one recipient to the email that you send!
Plus, if you are sending an email to someone who is not on your Capsule then a new contact record is created! If Capsule can’t find an email address then a “?” will appear to the left of the email address, just click on it and a new contact will be created and the email stored against it:
Excited to say that there are more improvements on their way too 😊
BIG NEWS #3 – Filter Activities!
We can now filter activities by category and by date!
And that’s in addition to pinning up to 10 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.
And, we can see all of the pins under the new Pins tab:
Have you seen / been using:
1. Search from anywhere in the CRM
You may have noticed that you can now instigate a search from anywhere within the Capsule screen by clicking on ” / ” – this is a real time saver!
2. Tracks are smoother
Tracks (a series of tasks which reflect our processes) now look a little different! They kind of run into each other, making the entire process look like an entire process! We even have Completed added to the relevant track when we’ve ticked off all the tasks!
When we nail tracks we can really make the most of automations in Capsule – check out this video for more info.
Don’t forget that 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. Addng Custom Fields into saved lists
You can create the list you want by adding custom fields into it (and by adding system fields to be fair).
Go to the 3 vertical lines on the right hand side of the list in Contacts, Pipeline or Projects and choose the “column headings” you want in your list:
You can then sort the list by each of these column headings, and change the width of each of them too giving you a meaningful report to make use of 😊
And, you may want to save this list if you think it’ll be useful in the future too. With saved lists the content is dynamically updated every time you open it!
More Capsule Improvements You May Want to Use
1. Integrate your other software
There are many softwares which integrate with Capsule and more are being added all the time – you can check them out in the integrations area. And if you have a software that isn’t on the list then let me know and we might be able to help integrate it.
2. Email Templates
Because of the improvements to the email funcationality from within Capsule the email templates, that we can send from within Capsule, are even more useful! You get 5 on the Starter plan and 50 on the Growth Plan.
3. Cleaner, clearer Reports
You can access key insights quickly – ideal for making better, faster decisions!
Quick Tips
Quick Tip #1
Automatically add a Tag, or Tags, when you add a track – just edit the track and it’s as simple as that!
Quick Tip #2
Use goals to not only keep on top of revenue targets for you and your team, but also activities and tasks.
Quick Tip #3
Keep data in the right place (ie organisation specific on the organisation and person specific on the person) because you can find people based on the attributes of the Organisation. When you are searching just click on More Options and tick the box:
Quick Tip #4
Use Comments and Threads to keep conversations current and in Capsule. They are quick and easy to use 😊
New You Tube Videos to help you set up Capsule
You’ll find lots of help videos over on YouTube, 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.
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
