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 associated with the CRM account then click on
and . The status will change from “Logged Out” to “Logged In”. User can start then using
SugarCRM features.
Figure 223: CRM User Settings
vTigerCRM
Configuration page of the vTigerCRM can be accessed via admin login, on the UCM webGUI→Value-added
Features→CRM.
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