Client Contact Groups

This article will provide a walkthrough on the process of setting up and utilizing Client Contact Groups for the Inbound Contact Group Summary Report in 1Stream.

Feature Use Case

Client Contact Groups are intended to be a distinct grouping that you can utilize with the Inbound Contact Group Summary report, allowing to repeatedly pull call details with ease for specific companies, contacts, or groups of either.

Creating Client Contact Groups

1. Log into the 1Stream Portal.
2. Go to the Administration menu.
   
3. Choose the Manage Organization option. The page will refresh.
4. Scroll down to the Client Contact Groups section.
5. Click the green + button. Add New Contact Group pop up will appear. 
   
6. In the Group Name field, enter a name.
7. Click the Save button. The Edit Contact Group pop up will appear. 
   
8. Click the green + button to the right of Contact Group Members to add the desired contacts and accounts.
9. Click the Save button.
   

Utilizing the Report

1. Log into the 1Stream portal. 
2. Click on the Reports icon. The screen will refresh with a listing of all the available reports. 
3. Select the Inbound Contact Group Summary Report. A pop up window will appear. 
   
   
4. Select the desired dates. 
5. Select the desired Contact Group.
6. Click the right arrow to run the report.
   
7. You can choose to export the report with the Excel icon, or schedule the report to be sent via email each day using the calendar icon.