Log into Less Annoying CRM. On the main page, select 'Settings' from the blue header.
Select 'View More Settings Options'.
In the 'Customization Options' section, click 'Custom Fields'.
In the 'Custom Contact Fields' menu, click the 'Create a new Custom Field button'. For 'Field Name', type 'LeadNote'.
Important: The spacing and capitalization of the Field Name MUST match this example EXACTLY, otherwise it will not work.
At this point, you will want to open a Second Tab in your web browser. Log into your offrs account. That way, you'll have offrs and Less Annoying CRM side-by-side in your web browser.
Within your offrs account go through the following steps:
- Click on your name in the right hand corner.
- Select 'Account Settings' from the drop-down menu.
- Locate the 'Advanced' module.
- Click on 'Connectors' from the 'Advanced' module.
- To the right of the 'Less Annoying CRM' click 'Connect'
Once you click connect a window will open. Once this happens return to the Less Annoying CRM tab.
In Less Annoying CRM locate the 'View More Settings' page.
Scroll to the bottom of the page and click 'Programmer API'.
In the API menu click the 'Generate new API token' button .
Two values will appear, 'User Code' and 'API Token'.
These two values will need to be copied.
From within the offrs tab paste the values into their respective fields in the window.
The 'Connect' button will now be green and say 'Connected'.
Thank you for reading this article. We hope we were able to help!
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