UCM6100 Series User Manual
Version 1.0.18.13
Figure 228: Salesforce Basic Settings
1. Select “Salesforce” from the CRM System Dropdown in order to use Salesforce CRM.
Table 110: Salesforce Settings
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM and Salesforce.
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 to
select where the UCM can perform the lookups on the CRM tables,
Leads, Accounts, and Contacts.
Once settings on admin access are configured:
2. Click on and .
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 and . The status will change from “Logged Out” to “Logged In”.
User can start then using Salesforce CRM features.
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