User Manual

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UCM6200 Series User Manual
Version 1.0.15.16
Figure 195: Salesforce Basic Settings
1. Select “Salesforce” from the CRM System Dropdown in order to use Salesforce CRM.
Table 98: Salesforce Settings
CRM System
Select a CRM system from the Drop down, two CRM systems are
available: Salesforce and SugarCRM.
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 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.