Sugar Permissions Required

For Callinize to work, we require access to the CRM API. If security is a concern, you can whitelist the IP addresses that Callinize uses to interact with your CRM (email our support desk if you cannot find these).

Callinize does work best with an admin password. However, you can use a regular user account so long as we have read/write access to the following modules.

– Calls
– Notes
– Tasks
– Accounts
– Contacts
– Leads
– Emails

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