1Stream View Required
1Stream View Required
This feature is available for only 1Stream View licensed users and higher plans. If you don't have this and would like this feature to be available, please reach out to your Sales Representative to upgrade user licensing.
Enable In/Out Board Status Sync
- Login to the 1Stream IQ Integrations Portal
- Navigate to Administration → Manage Organization
- Scroll to Connected Account and CRM Settings and click to edit ConnectWise
- Scroll to the bottom of the pop-up window and locate the In/Out Board Status Sync. Toggle to Yes to enable.
- Set your preferred default phone system status OR 1Stream Custom Status for both the “In” board and “Out” board status.
- Scroll back up to the top of the pop-up window, then select Save.
- Sync is now configured. Note that after a status change on the ConnectWise In/Out board, the phone system status may take up to 5 minutes to update.