PBX / Virtual Office Activation Checklist

Created by Sagecom Support, Modified on Tue, 8 Aug, 2023 at 4:22 AM by Sagecom Support

Account Activation Checklist

Please follow  the instructions  below,  checking  off  each  completed  step  on the list to ensure proper set-up of your account. 

Account and Billing Configuration   

Go to setting >> Account and Update Information   

Change Password to preferred password if needed     

Go to setting >> Billing and Update Payment information   

Add credit to account for usage charges   

Extensions Configuration   

 Verify Basic Extensions, 0 and 8 are added

 Add new employee extension if needed   

 Enable the 'Forward Calls' option for department and employee extensions  

 Add a forwarding number (or multiple forwarding numbers)   

 Configure the forwarding number   

 Configure voicemail options   

 Enable call announcement for a forwarding number (optional)   

 Phone Number Configuration   

Verify Telephone Number is added in Phone Number section

Purchase additional Phone Number as needed   

Verify the main and after-hours greetings   

Configure a phone number   

 Testing     

Make a test call to the main Virtual Office phone number   

 

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