Grandstream Networks UCM6200 - Crm; Sugarcrm; Table 104: Sugarcrm Settings; Figure 198: Sugarcrm Basic Settings

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UCM6200 Series User Manual
CRM
Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that
companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal
of improving business relationships with customers.
The UCM6200 support two CRM API, SugarCRM and Salesforce CRM, which allows users to look for contact
information in the Contacts, Leads and / or Accounts tables, shows the contact record in CRM page, and saves the call
information in the contact’s history.
SugarCRM
Configuration page of the SugarCRM can be accessed via admin login, on the UCM webGUI under “PBX ->
CRM -> Basic Settings”.
Figure 198: SugarCRM Basic Settings
Select “SugarCRM” from the CRM System Dropdown in order to use SugarCRM.
Table 104: SugarCRM Settings
CRM System
Select a CRM system from the Drop down, two CRM systems are
available: Salesforce and SugarCRM.
CRM Server Address
Enter the IP address of the CRM server.
Add Unknown Number
Add the new number to this module if it can’t be found in the
selected module.
Contact Lookups
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.