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Introduction to Capsule CRM
October 19, 2022 @ 10:00 am - 12:30 pm£60.00
Here at Red Kite Services, Capsule CRM has been our contact management system of choice for over 10 years. You can read more about why we love Capsule CRM in this blog
On this Capsule CRM training course I will share with you some of the basic functions of the system:
- Adding your logo and colours
- How to upload and sort contacts
- How to link emails, documents and notes to the contact
- Setting up and using tasks
- Setting up a basic track to help you follow up your leads
- How to set up opportunities
- Your sales pipeline and measuring conversion rates
- How to set up cases
This will be a practical course, where you will be setting Capsule CRM up so that you can use it straight away. You will receive a workbook to support the training and instructions prior to the course for signing up.
If you would like to have a look at Capsule CRM for yourself sign up here
Capsule CRM is free for the first 250 contacts.