The Vtiger Integration allows for the following features:
- Automatic Call Logging: All calls are automatically time and date stamped within the customer lead. A recording of the discussion is available for automatic posting within the lead as well.
- Call Popup: When a client calls in, the customer lead will automatically populate.
1. Login to the web portal at sip.alinephonesystems.com with an admin account
2. Navigate to CRM -> Integration
3. Configure your CRM as shown below
- Page URL
4. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM
5. Enable CRM integration. Enable the options you prefer. Finally, enter the email and Vtiger access key for your Vtiger account.
- To find your access key, navigate to your Vtiger My Preferences. Then, copy the Access Key.