Table 105: Salesforce Settings; Figure 200: Salesforce Basic Settings - Grandstream Networks UCM6206 User Manual

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:
Click on
-
Logout from admin access.
-
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
"Logged In".
User can start then using Salesforce CRM features.

Figure 200: Salesforce Basic Settings

Table 105: Salesforce Settings

Select a CRM system from the Drop down, two CRM systems are
available: Salesforce and SugarCRM.
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
UCM6200 Series User Manual
. The status will change from "Logged Out" to
to
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