1stream Core Required
1stream Core Required
This feature is available for only 1stream Core 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.
Why Associate a Call with 1stream?
Calls that are associated with contacts allow for tickets to be updated in call, call recordings to be attached to tickets and a plethora of other 1stream functions to be utilized. If you're concerned about your end users not matching their calls to contacts, you can enable tagging alerts to provide them with a visual nudge to remind them to do so.
Where the Contact Details Come From
The contact and company details will pull from integrations setup on the Admin 1stream side. If you are not seeing contact and company information available at all, please check in with your 1stream administrator.
How to Associate a Call with a Contact
- Log into the 1stream client.
- Go to your Call History screen.
- Click Lookup where a number is shown without a contact associated. The Lookup Contact pop-up screen will appear.
- Click on Select beside the CRM that you want the contact data to connect the call with. Another pop-up will appear prompting to select how the phone number should be associated with this contact.
- Select the desired way that the phone number should be associated with the contact. The contact screen will then pull up in your 1stream client.
Need to Reassociate a Call in 1stream?
Please refer to our Reassociating Calls with Contacts in 1stream article.
Contact Doesn't Exist?
If the contact doesn't exist, they will need to be imported if they already exist in the CRM or created if they do not exist fully. Please see our Adding Contacts in 1stream article.