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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 Configuration > 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, pop up on the support chat to one of our team an