Grandstream Networks UCM6200 Series, User Manual

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UCM6200 Series User Manual
Version 1.0.20.38
Salesforce CRM
Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM Web GUI → Value -
added Features → CRM ”.
Figure 267: 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 (legacy v1 API),
ZohoCRM (v2 API), Salesforce or 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
account then click on and . The status will change from “Logged Out” to “Logged In”.
User can start then using Salesforce CRM features.