Dialing from a list view in Capsule really brings out the usefulness of Kixie’s Capsule integration in general, and the Kixie PowerCall® in particular. As you can see in the example below, I am in a list-view in Capsule.

CapsuleListView

By utilizing the blue Kixie click-to-call icon beside each number, I can dial down the list very efficiently, click by click! Additionally, whenever I make a call, my Kixie PowerCall® will populate with the caller’s information and give me the opportunity to:

  1. View an enhanced Caller ID with one-click access into the contact in Capsule
  2. Edit the contact’s basic information without having to go into the contact
  3. Compose a note that will sync into the contact
  4. Schedule a future activity with the contact
  5. Log a Call Disposition regarding the outcome of the call with the contact

This way, I can dial down a list with with click-to-call, and when I do need to click into the actual contact or deal, make edits, log notes or schedule activities, I can do that efficiently without slowing down or breaking my workflow.

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Categories: Capsule

1 Comment

How Kixie Syncs Your Call Activities with Capsule - Sales Productivity · June 28, 2016 at 11:26 pm

[…] tool. It functions as an enhanced, Capsule-driven caller ID, as well as a shortcut into Capsule. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides […]

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