How to…… Set up tracks in Capsule CRM

By Peter Lyth / June 20, 2018 /

Capsule CRM is a fantastic business management tool that can save time, effort and tears. We have covered other aspects of this software in previous blogs (click here to see) so if any concepts or keywords are unclear in this tutorial don’t panic, simply glance over our earlier blogs and all shall become clear. In…

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Capsule CRM How to guide

How to…… Set up Opportunities in Capsule CRM

By Samantha Lyth / April 30, 2018 /

Capsule makes the day-to-day running of a small business significantly easier, and many of its time saving features have been covered in previous blogs.  If any concepts or keywords are unclear in this tutorial don’t panic, simply glance over our earlier blogs and all shall become clear. In this, the fourth of the series, we’ll…

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Join us for a brew and find out what we do!

By Samantha Lyth / October 25, 2017 /

Any one who has met us at networking events over the last few weeks will have been given a postcard with a Free Office Health Check. Now we are offering this same health check to our more remote network of contacts. All you have to do is fill in the form below and if you…

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Capsule CRM How to guide

How to…… Upload emails to Capsule CRM

By Samantha Lyth / September 19, 2017 /

One of the things that I have found most useful about Capsule CRM is the ease with which I can upload emails to the system. This means that I can keep all the electronic correspondence I have with somebody in one place. The email upload facility allows you to: Forward incoming emails to the contact’s…

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6 Ways to Clear Your Inbox

By Samantha Lyth / September 7, 2017 /

I am feeling very proud of myself. After seven years of Red Kite Services I have finally been through and cleared out my inbox and this is what my inbox looks like today: It took quite a lot of doing, so here are my tips for not only clearing out my inbox, but keeping it…

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Capsule CRM How to guide

How to………Add Tasks to Capsule CRM

By Samantha Lyth / August 18, 2017 /

In this, the second of my Bite Size Guides to using Capsule CRM, I will take you through how to add tasks and other activities in Capsule CRM. Tasks are added to your Capsule calendar, making it an extremely easy way to manage and prioritise your time – for Capsule converts like me – if…

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Halnaby Hall Stables Website Update

By Samantha Lyth / August 9, 2017 /

A couple of months ago we were recommended to Rosie Lister, the owner of Halnaby Hall Stables Bed and Breakfast near Darlington. The person who had built and been maintaining Rosie’s website was retiring and she needed someone to take over the management of her site. We met with Rosie and agreed that whilst she…

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Time Saving Tips

Time Saving Tips Part 4 – Using Email Templates

By Samantha Lyth / July 21, 2017 /

I often send out emails to people that have pretty much the same wording each time. Things like “It was lovely to meet you at the networking event today. If you would like to find out more about what I do, please visit my website.” Or, “ Thank you for advertising in the brochure. Please…

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Capsule CRM How to guide

How to……. Upload Contacts to Capsule CRM

By Samantha Lyth / May 5, 2017 /

We have been using Capsule CRM as our preferred contact management system for over 5 years and we recommend it to our clients too. There are many reason to love Capsule CRM and why it works for us as we reported in our blog At Least 10 Reasons why Capsule CRM is Good for Business. We…

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How To…………… Like A Facebook Business Page as Your Business

By Samantha Lyth / April 20, 2017 /

Facebook keeps changing how the business pages work. At one time it was really easy to select your business page and then like other business pages as your business. It is a logical thing to do – after all you want to follow my business, not my personal page, particularly as my personal page is…

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