Help Center
Auto-Opening CRM/SEP Pages in Orum

When dialing in Orum, you can automatically pull up a prospect's CRM or SEP page the moment a call connects — making it easy to access the UserGems Chrome Extension without any extra clicks.

There are two steps to enable this: an admin setup and a rep setup.

Step One: Admin Setup

Before reps can enable the auto-open feature, an admin needs to verify the following in Orum's backend settings:

  1. In Orum, Navigate to Settings → go to Integrations (upper left tab) and confirm that your CRM and SEP are connected. (If not, select Add New Integration and log in with admin credentials to connect them.)
  2. Direct your team to install the Orum Chrome Extension from the Chrome Web Store.
  3. Reps should be logged into both Orum and the Chrome extension before proceeding to the next step.

Step Two: Rep Setup

Once admin setup is complete, each rep will need to enable the auto-open setting in their personal preferences:

  1. Reps log into Orum and navigate to Profile.
  2. Go to Personal Settings →  Settings → System Tab
  3. Under Open Links Automatically, select CRM to automatically open the prospect's page when dialing.

Note: There are additional options to also open the prospect's LinkedIn profile or any web links associated with them — enable these based on your preference.

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