Once you have enabled CRM integration for your accountpro plus, you can turn it on for individual users. By default, CRM Integration is disabled for all users so you’ll have to turn it on for each user who will be using this feature.

Keep in mind that every users who will to use the Ooma Office CRM plugin must have unique a email address.

You can toggle integration on or off for a user by following these instructions:

  1. Log in to office.ooma.com as an administrator and navigate to the Settings page.
  2. Select the user you’d like to update.
  3. Go to the Features tab.
  4. Use the CRM Integration checkbox to toggle the appropriate CRM integration on or off for the user.
  5. Save your changes.

When you turn CRM integration on for a user, they will receive an email to let them know. Note that you will need to complete the full integration process for either Salesforce or Microsoft Dynamics 365 to set up Ooma in your CRM before users will be able to access the Ooma Office plugin.