Table 110: Salesforce Settings; Figure 228: Salesforce Basic Settings - Grandstream Networks UCM6100 Series User Manual

1. Select "Salesforce" from the CRM System Dropdown in order to use Salesforce CRM.
CRM System
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 and Security Token associated with the CRM
account then click on
User can start then using Salesforce CRM features.

Figure 228: Salesforce Basic Settings

Table 110: Salesforce Settings

Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM and Salesforce.
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 .
and . The status will change from "Logged Out" to "Logged In".
UCM6100 Series User Manual
Version 1.0.18.13
to
P a g e | 346