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Why Set a Primary CRM When there are multiple CRM integrations setup with 1stream, we recommend selecting a primary CRM...
March 26th, 2024 1056 views 0 likes
What is a CRM List? A CRM List is a list of boards and fields that will be pulled from...
March 26th, 2024 1864 views 1 likes
The Importance of Mapping CRM Users After connecting the desired CRM, users will need to be mapped to ensure that...
March 26th, 2024 2161 views 0 likes
Adjustment Notice The 1stream tabs can only be adjusted per CRM setup and is not available for all CRM Integrations. ...
March 26th, 2024 933 views 0 likes
Syncing Contacts vs. Adding Contacts Contacts can be added in two different methods, via a sync from the CRM...
March 26th, 2024 2179 views 0 likes
Current 1stream Integrations The most up to date list of integration partners can be found at our separate documentation category...
March 26th, 2024 2029 views 0 likes
Ticket Templates in 1Stream The Note Template section in 1Stream is used to create Note Templates that can be...
March 26th, 2024 1275 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 2019 views 0 likes
Why Use Marked Titles and Territories? This functionality in 1Stream makes it where VIP clients can be identified clearly...
March 26th, 2024 1433 views 0 likes
Why Use Marked Territories? This functionality in 1stream makes it where VIP clients can be identified clearly by your...
March 26th, 2024 1324 views 0 likes
PSA / CRM Specific Guides Available This is general configuration guide that applies to all PSA / CRM integrations with...
May 18th, 2026 140 views 0 likes
Missing Ticket Fields or Custom Fields? At the time of integrating your CRM / PSA with 1Stream, we sync every...
June 23rd, 2026 82 views 0 likes