Setting up a PBX for a Customer

Work through these in order — each step assumes the previous one is done.

1. Start by creating an account for your customer

2. Masquerade the account you just created to begin configuring it

3. Add a DID

4. Add your users & devices

5. Configure the main company number to receive incoming calls

6. Configure the outbound caller ID and E911 info to be able to place calls

7. Configure your call handling routes (open hours, closed hours, holidays, etc.). Optionally, configure your Virtual Receptionist as well.