Please fill out the contact form below and we will reply as soon as possible.
1stream Ticket Viewership When a CRM is connected into 1stream it can be used to create, view and edit...
March 26th, 2024 1815 views 0 likes
Creating a Ticket Login to the 1stream extension. Pull up a contact. This can be done by search or...
March 26th, 2024 1883 views 0 likes
Accessing Tickets Tickets are accessible in the 1stream client once a call has been attached to a contact. Tickets...
March 26th, 2024 1270 views 0 likes
Adding a Time Entry Log into the 1stream extension. Go to your desired contact to open the contact screen. ...
March 26th, 2024 1834 views 0 likes
What is a Ticket Form Snapshot? A ticket form snapshot is also referred to as a ticket template. These...
March 26th, 2024 2500 views 0 likes
Note Templates in 1stream Ticket note templates are helpful, pre-written notes that can be included into an end user's...
March 26th, 2024 1977 views 0 likes
Your browser does not support HTML5 video. Video Warning The above video uses the 1stream desktop application which has...
March 26th, 2024 1744 views 0 likes
What is an Opportunity? An opportunity in 1Stream is a notation for sales opportunities, which will also document inside...
March 26th, 2024 1684 views 0 likes
Using Mentions and Follow-up Tags Mentions and follow-ups are a way of tagging people and scheduling follow-ups in notes...
March 26th, 2024 1907 views 0 likes
Functionality Notice Call recording should be activated for each extension in the phone system. For a walkthrough on how...
March 26th, 2024 2443 views 0 likes
Best Practices As a best practice, we recommend using the ticket functionality to correspond with clients. For information on these...
March 26th, 2024 1699 views 0 likes