Salesforce Crm; Table 109: Zohocrm Settings; Figure 227: Crm User Settings - Grandstream Networks UCM6100 Series User Manual

CRM System
CRM Server Address
Add Unknown Number
Contact Lookups
Once settings on admin access are configured:
2. Click on
3. Logout from admin access.
4. Login to the UCM as user and navigate under "User Portal→Value-added Feature→CRM User Settings".
Click on "Enable CRM" and enter the username/password associated with the CRM account then click on
and . The status will change from "Logged Out" to "Logged In". User can start then using
SugarCRM features.

Salesforce CRM

Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM Web GUI→Value-
added Features→CRM".

Table 109: ZohoCRM Settings

Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM and Salesforce.
Enter the IP address of the CRM server.
Add the new number to this module if it can't be found in the
selected module.
Select from the "Available" list of lookups and press
select where the UCM can perform the lookups on the CRM tables,
Leads, Accounts, and Contacts.
and .

Figure 227: CRM User Settings

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