Call and Contact Association
  1. Help Center
  2. 1Stream Client
  3. Call and Contact Association

Adding Numbers to Existing Contacts

This article will provide a walkthrough of adding new phone numbers to existing CRM contacts in the 1Stream Application.

Adding New Numbers to an Existing Contact

  1. Log into the 1Stream Application.
  2. Go to the desired number listed in the call history that has matches listed.LinkingNumbers1
  3. Click the Lookup text. The Lookup Contact pop-up will appear.
     LinkingNumbers2
  4. Click on the Select text to tie the number to the desired contact. Another pop-up will appear to determine the preference for setting the number on the contact. LinkingNumbers3
  5. Click on the desired preference to link the number to the contact. The page will then refresh with the contact's information.
The update will process through 1Stream and into the connected CRM(s). The number will reflect the contact in future calls.