Why Set a Primary CRM

When there are multiple CRM integrations setup with 1stream, we recommend selecting a primary CRM to prevent a multitude of issues with 1stream. 

Setting a Primary CRM

1. Log into the 1stream Admin Portal.
2. Go to the Administration > Manage Organization menu in the top right. 
   
3. Scroll down to the  Connected Account and CRM Settings section.
4. Navigate to the Primary column. 
5. Click on the Primary circle next to the desired CRM.
    
6. Click on the Save button.