![]() We got Capsule just to keep track of the sales pipeline, but now that everyone's on board with the concept of a CRM (they weren't sold at first!) we can look into implementing more robust programs that can "talk to" Capsule. ![]() Capsule has a LOT of integrations, which is great if you're looking to expand what you do with your CRM.It provides custom sets of tasks that are created as soon as you start an opportunity or a case. I encourage the sales guys to make use of this "Tracks" feature, and they often do (but if they don't, it's not the end of the world, which is nice). You will see a secondary section appear with instructions on setting up your Junxure integration: Click ' Login to Junxure ' to be redirected to the Junxure login page. reviews Assist AMLCO with related AML tasks Review surveillance reports. Scroll down to click on the Junxure logo. Apply to 10 Broker assistant jobs available and hiring now in San Diego. I like that there is a simple workflow option. Set up Integration: To set up the integration, from the Dashboard, go to Settings->Integrations->Connect to CRM.There is a tagging feature that is great for further organizing contacts. It allows for the generation of very specific lists within existing contacts, which is good if the user has to keep track of thousands of individuals and companies. Capsule has a very robust contact management system.We don't get easily overwhelmed while using it. ![]() It is what you make of it-you can use the most basic features or really dive in to the many functionalities. This free app runs from a Chrome browser, and can be installed on most devices running Chrome OS M99 or later. There are advantages to really learning the ins and outs, but for those who aren't sold on a CRM to begin with it's good for just getting them started. Install HP Support Assistant for easy troubleshooting tools on your Chrome OS device. When you are prompted to confirm that you are using the affected machine, select Yes, and then select Next. You can just jump in and learn as you go. To scan Outlook for known issues and create a detailed report of your Outlook configuration, follow these steps: Select Advanced diagnostics, and then select Next.
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