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Managing Contacts, Customers & Other Relationships 21 Articles View All How do I categorize or tag my contacts? How do I customize my contacts or create... When should I use a Tag, DataTag or Cust... What is a Generated Link and how do I ad... How do I add a tag in bulk?	Import & Export 17 Articles View All How do I import my contacts? How do I undo an import? How do I import a single contact? Can I update existing contacts when I im... How can I prevent duplicate contacts bei...
Managing Deals, Bids, & Other Opportunities 14 Articles View All What are opportunities? What is a milestone and how do I set the... How can I link contacts to an opportunit... How do I send an email to all contacts l... What do the graphs represent?	Managing Cases 9 Articles View All What are cases? How do I link contacts to a case and how... How do I send an email to all contacts l... How do I save an email to a case? How do I get a list of my cases?
Managing Tasks and Calendar 8 Articles View All What are tasks and calendar, and how can... How do I know what tasks are due? What is the automatic email reminder and... Where do the tasks come from and how can... What are task categories and how do I se...	Managing Tracks 7 Articles View All What are tracks and how can I use them? How do I set up a track and how do they ... How do I know what tasks in tracks are d... How do I change a task in a track? How do I reassign a track, or task in a ...
Storing Emails via the Dropbox 10 Articles View All How do I store emails sent to and receiv... What do I need to check if the dropbox w... How do I create an opportunity, case or ... I forgot to bcc the dropbox when emailin... What happens when the contact doesn't al...	Managing Users & Permissions 11 Articles View All What are the user permission levels and ... How do I make a user an administrator? Can a user be prevented from exporting d... How do we change account owner? How do I add a user?
Account & billing 11 Articles View All How much will I be billed and when? Who gets the monthly invoice? How do I upgrade to the professional edi... How does the professional edition 30 day... Why was I charged on the professional ed...	Data protection 8 Articles View All Does storage of my data on Capsule allow... Will you only process data in accordance... Where are your servers and the personal ... Does Amazon participate in the Safe Harb... How secure is the personal data I store ...
Integration with other applications 17 Articles View All Where do I configure integration between... How do I enable integration with Google ... With accounting integrations, why not li... I'm a developer, how do I build an integ... Tout Integration	Google integration guide 9 Articles View All I am already using Capsule, how do I lin... How do I get Gmail to open when I click ... How do I link my Gmail messages with my ... How do I set up the Google Contacts inte... How do I show my tasks in Google Calenda...
Capsule Mobile App 1 Article View All Setup Capsule on your Smartphone	Affiliates 1 Article View All What is an Affiliate?
Social Integrations 1 Article View All Find social profiles for your contacts

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