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UCM6200 Series User Manual
Version 1.0.19.27
ZohoCRM
Configuration page of the ZohoCRM can be accessed via admin login, on the UCM webGUI→Value-added
Features→CRM.
Figure 234: ZohoCRM Basic Settings
1. Select “ZohoCRM” from the CRM System Dropdown in order to use ZohoCRM.
Table 113: ZohoCRM Settings
CRM System
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM and Salesforce.
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.
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”.