Table 97: Salesforce Settings; Figure 189: Salesforce Basic Settings - Grandstream Networks UCM6202 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 189: Salesforce Basic Settings

Table 97: 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 . The status will change from "Logged Out" to "Logged In".
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