Grandstream Networks UCM63 Series User Manual

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UCM630X Series User Manual
Version 1.0.2.25
Salesforce CRM
Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM Web GUIValue-
added FeaturesCRM”.
Figure 235: Salesforce Basic Settings
1. Select “Salesforce” from the CRM System Dropdown in order to use Salesforce CRM.
Table 121: Salesforce Settings
CRM System
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (v1&v2),
Salesforce and ACT! CRM.
Add Unknown Number
Add the new number to this module if it cannot 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 and Security Token associated with the CRM

Grandstream Networks UCM63 Series Specifications

General

Brand	Grandstream Networks
Model	UCM63 Series
Category	PBX
Language	English