Goes on the board like any other card, but sits in the Internal Tasks
pipeline in Capsule — so it never appears as a sales enquiry, carries no value,
and is left out of the enquiry counts.
⚙ Settings
Capsule CRM Connection
Not connected
Find it in Capsule: My Preferences → API Authentication Token.
The token is stored in your browser only — never sent anywhere except Capsule's API.
Note: If opening this file directly from your desktop (file://),
some browsers block cross-origin API calls. For best results, serve it from a
local server or host it on a web server. Chrome and Edge usually work fine from file://.
Sales Support People
The kanban columns. The names come from Capsule — the options on the Sales Support custom field — and are refreshed every load. To add or remove a person, change that field in Capsule. Here you can only change the order: one name per line, top to bottom.
Key Account Managers (KAM)
The KAM is the Capsule opportunity owner. The choices offered on a card come from the members of the Capsule team “Key Account Manager” — add or remove people there (Capsule → Account Settings → Users & Teams), not here.
Capsule team: —
Capsule users loaded: —
Legacy: Manual Team Override
Microsoft 365 — info@ Inbox
Optional. Paste a Microsoft Graph API access token to enable the live inbox panel. Tokens expire after ~1 hour; generate a new one from Graph Explorer (sign in as the info@ account, then copy the token).
Sign-in needs the page served over https — it cannot authenticate from a local file.
Use the Netlify URL for live mail.
in Outlook → appears in inbox panel here
Workflow: someone flags an email in Outlook with your chosen colour → it shows up in the inbox panel → one click to log it as an enquiry in Capsule. The panel auto-refreshes every 60 seconds when open.
Demo Mode
Without an API key the tracker runs on demo data — useful for exploring the interface.
📧 Log Enquiry from Email
From—
Company—
Subject—
✓ Details extracted — review and confirm below before saving.
Last Capsule write — diagnostic
Click inside the box, select all and copy, then paste this back to Claude.
Enquiry
Capsule opportunity owner. New enquiries default to whoever's API token created them.
Which working day this is planned into. Leave blank for unscheduled.
Optional — fill in once the quote exists in BWS.
📞 Log Incoming Call
Fill in while you're on the call — just name and what they need. You can add detail after.
