Zohocrm; Table 121: Zohocrm Settings - Grandstream Networks UCM630 Series User Manual

ZohoCRM

Configuration page of the ZohoCRM can be accessed via admin login, on the UCM WebGUIValue-added
FeaturesCRM.
1. Select "ZohoCRM" from the CRM System Dropdown in order to use ZohoCRM.
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".
Figure 233: ZohoCRM Basic Settings
Table 120: ZohoCRM Settings
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (v1&v2),
Salesforce and ACT! CRM.
Enter the IP address of the CRM server.
Add the new number to this module if it cannot 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 .
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