You can use the Capsule CRM connector to display details of your parties, opportunities, and cases.
How to add a Capsule CRM connector:
1. Under the main menu, select Connectors from the left navigation to open the Connectors page.

2. Select Add connector.

3. Select the Capsule CRM connector.

4. Select your Connection type, either Log in to Capsule or Token. Then select Validate to continue. If you are using a log in, continue to step 5.
5. Enter your site address and then select Continue.

6. Log in to Capsule.

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

Having trouble adding this connector? Email support@eonesolutions.com