Capsule CRM

• List contactsList the people and organisations in Capsule, one page at a time, optionally only those changed since a moment.
• Search contactsFind people and organisations by name, postcode or phone number, the same way Capsule's own search box does.
• Get contactGet one person or organisation with its email addresses, phone numbers, addresses, websites and owner.
• Create contactAdd a person or an organisation to Capsule, with an email address, phone number, website, postal address and tags.
• Update contactChange a person's or organisation's details. Only the fields you fill in change. An email address, phone number, website, address or tag is added beside the existing ones, never replacing them.
• Delete contactDelete a person or organisation from Capsule, with its history. Capsule may finish a large deletion a little later.
• List opportunitiesList sales opportunities with their contact, milestone and value, one page at a time, optionally only those changed since a moment.
• Get opportunityGet one sales opportunity with its contact, milestone, value, probability and expected close date.
• Create opportunityAdd a sales opportunity for a contact at a pipeline milestone, with its value and expected close date.
• Update opportunityChange an opportunity's details or move it along the pipeline. Only the fields you fill in change; moving it to the Won or Lost milestone closes it.
• Delete opportunityDelete a sales opportunity from Capsule.
• List projectsList projects with their contact, status and dates, one page at a time, optionally only those changed since a moment.
• Create projectAdd a project for a contact, optionally linked to the opportunity it came from.
• List tasksList tasks with their due dates and what they are attached to. Capsule returns only open tasks unless you choose a status.
• Create taskAdd a task with a due date, on its own or attached to one contact, opportunity or project.
• Update taskChange a task's details or due date, or complete it by setting its status to Completed. Only the fields you fill in change.
• Add noteAdd a note to the history of one contact, opportunity or project.
• List historyList the history of one contact, opportunity or project: its notes, emails and completed tasks, newest first.
• List milestonesList the sales pipeline's milestones with their probabilities. Won and Lost are marked as closing an opportunity.
• List usersList the users on the Capsule account with their time zones and default currencies.

No actions match that.