Before you can enable CRM integration for a specific user, you need to turn it on for your account. You can also disable this integration for your account at any time.

An account admin can enable or disable CRM integration at the account level by following these instructions:

1. Log in to office.ooma.com as an administrator and navigate to the Settings page.
2. Navigate to System, and then to the Integrations tab.
3. Go to the CRM tab.
4. Select Enable CRM integration. If you’re turning CRM integration off, make sure to deselect this option.
5. Save your changes.

If you are enabling CRM integration, there’s still a bit more setup to do to complete the integration between Ooma and your CRM. Return to the CRM integration overview page and choose your specific CRM to learn what you’ll need to do to finish your setup.