CRM Management
      Back to home
      1. Old KB
      2. 1Stream Platform
      3. CRM Management

      Reordering 1Stream CRM Tabs

      This article will provide a walkthrough on how to re-order the tabs seen within 1Stream.

      Adjustment Notice  

      The 1Stream tabs can only be adjusted per CRM setup and is not available for all CRM Integrations. 

      Reordering 1Stream Tabs

      1. Log into the 1Stream Portal.
      2. Go to the Administration menu.
        CONNECTWISEINTEG8
      3. Choose the Manage Organization option. The page will refresh.
      4. Scroll down to the  Connected Account and CRM Settings section.
      5. Click on the CRM that you wish to have the tabs reordered on. The Edit CRM Connection Settings pop-up will appear.
      6. Scroll down to the Manage Tab section. tabreorder2
      7. Click and Drag each tab to where you would like it to appear in the 1Stream desktop application. 
      8. Click the Save button. 
      9. Scroll upto the 1Stream Administrative section. 
      10. Click on the Save button. 

      The next time that the 1Stream application is opened, the tabs will reflect the new order for contacts associated with the set CRM.