Select ‘My Preferences’ then on the left of the screen, API Authentication Token. There’s a long string of letters and numbers which you’ll need to enter into the app to enable communication.
You will also need to know your domain prefix which is what you use to log into Capsule, for example https://tog.capsulecrm.com/ you need the enter the ‘tog’.
If you opt to upgrade to our premium features you will:
- Get the option to write notes about each call
- Be prompted whether you want to add the call details to your CRM (you might not want the boss know you had an hour long call with your wife!)
- Be prompted to save your choice so it’s not asked again, i.e. never add details of calls to your wife to the CRM