Where should you record a possible sale?
Use an Opportunity for a specific purchase someone is considering. Keep the person or company in Contacts and link the next task to the Opportunity. A teammate can open the sale and see the work it needs.
Where should you put the next call?
Attach it to the Opportunity if the call is about that sale. Use a contact task for a relationship follow-up with no specific purchase. Record who will call, the date and the question they need answered.
Will a two-person team fit on Free?
Capsule lists up to two users, 250 contacts and one sales pipeline on Free. Paid plans charge per user. Check the plan comparison if you need team-specific access restrictions or another sales pipeline.
Can the whole team export the sales list?
Export rights are assigned to individual users. A permitted standard user can export lists, and a permitted administrator can export an account backup. Capsule describes the account export as three CSVs for Contacts, Opportunities and Projects. Notes and email history appear in the last column of each CSV. Download file attachments separately from each record, and confirm what history your destination can read.
How would you hand off a quote follow-up?
Use paper and a fictional inquiry. Leave inboxes and integrations disconnected and send no messages.
- Draw the recordsDraw a contact card for a fictional store owner and an opportunity for a proposed annual plan.
- Hand off the next stepWrite the due date and owner for the question about the quote. Ask a teammate to find it from the opportunity card.
- Sketch the exportSketch the Contacts and Opportunities files. Write how you would match the two and where you would look for the open task.