Feature Level Notice
These videos include features from various levels of 1stream. Each article referenced will include the specific plan that is required to implement this feature.
Guided CRM Tour
The below video will provide a guided tour of what's where in the 1stream Client Chrome Extension. Some basic user functions will be reviewed, such as the Call History Filter and Call Queue Sign-In, plus how to Attach Call Recordings to Tickets in a Connected CRM.
Contact Functions
The features listed in this section cover controlling companies and contacts within 1stream.
- Adding Numbers to Existing Contacts
- Adding a Company in 1stream
- Adding Contacts in 1stream
- Adding a Contact Note
- Creating Opportunities in 1stream
- Contact Transferring in 1stream
- Editing Contacts in 1stream
- Emailing Clients in 1stream
Ticket Management
The features listed in this section cover controlling tickets.
- CRM Ticket Overview
- Adding a Time Entry in 1stream
- Creating Tickets in 1stream
- Using @Mentions and Follow-up Tags in 1stream
- Using Note Templates in 1stream
- Utilizing Ticket Form Snapshots in 1stream
Advanced Dialer Tools
The features listed in this section are only available for end users with the Power level of licensing.