Salesforce Crm - Grandstream Networks UCM630 Series User Manual

Salesforce CRM

Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM Web GUIValue-
added FeaturesCRM".
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
Figure 235: Salesforce Basic Settings
Table 121: Salesforce Settings
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (v1&v2),
Salesforce and ACT! CRM.
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 .
UCM630X Series User Manual
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