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No data for someone? New starters in the business? We've got you!
How do I link a new starter from Cloudcall to OneUp?
Video Tutorial Coming Soon! Step-by-step Instructions Log into your Cloudcall account On the left hand side click Configuration > Service Accounts Copy the number next to the new users’ name Log into your OneUp account on a separate tab Go to Configuration > Integrations > hit ‘Configure’ on the Cloudcall integration On the left hand side click Users > Advanced Next to your new user there will be a blank remote ID box Paste the number from Cloudcall into this box Hit t
How to link a new starter between my CRM and OneUp?
Step-by-step Instructions First make sure you have created the new starter an account on your CRM system Open OneUp Go to the circular settings menu in the bottom left of your screen > Integrations > hit ‘Configure’ on your CRM integration On the left hand side click Users > Unlinked You should see your new starter's name in this section Hit the blue ‘Link’/'Create' button next to their name If you’ve missed data for your new starter due to this integration not being linked, p
Connecting Aircall to OneUp
Summary Aircall is a cloud-based phone system used by over 5,000 companies around the world. Metrics: incoming & outgoing call volume, and incoming & outgoing call times Sync frequency: 5 minutes Integration launch: June 2020 How to connect Aircall to OneUp New customers In order to use this integration, you first need to sign up to use OneUp. Please get in touch with us to book a demo and we'll help you g