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 associated with the CRM account then click on
and
User can start then using SugarCRM features.
Salesforce CRM
Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM webGUI under "PBX -> CRM
-> Basic Settings".
and
.
. The status will change from "Logged Out" to "Logged In".
Figure 199: CRM User Settings
UCM6200 Series User Manual
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