Adding a Capsule CRM connector

You can use the Capsule CRM connector to display details of your parties, opportunities and cases.

To add a Capsule CRM connector:

1. Select Connectors from the user menu to open the Connectors page.

User menu

2. Select the Add connector button.

3. Select the Capsule CRM connector.

4. Enter your site address. Click Continue.

5. Log in to Capsule.

6. Select Allow. A progress page will be displayed while the connector is initialized.