Grandstream Networks UCM6208 - Salesforce CRM; Figure 188: CRM User Settings

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UCM6200 Series User Manual
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.
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 188: CRM User Settings
Salesforce CRM
Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM webGUI under “Value-
added FeaturesCRM”.