UCM6100 Series User Manual
Version 1.0.18.13
Table 109: ZohoCRM Settings
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM and Salesforce.
Enter the IP address of the CRM server.
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 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 227: CRM User Settings
Salesforce CRM
Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM Web GUI→Value-
added Features→CRM”.
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