Once settings on admin access are configured:
- Click on and .
- Logout from admin access.
- 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 199: CRM User Settings
Salesforce CRM
Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM webGUI under “PBX -> CRM
-> Basic Settings”.