Скачать или смотреть Reclaim 10+ Hours a Week: Automating Sales & Onboarding in Capsule

Website Link Below:
https://get.capsulenow.io/m3ohills3odm

Spending too much time on repetitive admin instead of high-value work? In this video, we unlock the power of Workflow Automation inside Capsule CRM. Discover how to set up "if-this-then-that" rules that automatically handle tasks, send emails, and update records, freeing up your time and ensuring nothing ever falls through the cracks.

We'll show you how to build automations that trigger as deals move through your sales pipeline or when new projects begin. Imagine automatically assigning tasks, sending follow-up emails, and updating contact details without lifting a finger. This is how you scale your business processes without adding more overhead.

In this step-by-step tutorial, you'll learn how to:

Automate Your Sales Pipeline: Trigger tasks and emails automatically when a deal moves to a new stage.

Streamline Client Onboarding: Create consistent, repeatable processes for every new client project.

Build & Test Automations: Use the visual automation builder to create rules and simulate them before going live.

Eliminate Manual Admin: Let Capsule handle the routine work so you can focus on strategy and client relationships.

Apply to Opportunities & Projects: Set up automations for both your sales and service delivery workflows.

See why users call Capsule an "absolute game changer" and start reclaiming hours in your work week with intelligent automation.

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