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