Implementation Steps:
This will take you through the steps from contract through implementation and training.
Executive Summary
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User Creation – Build a Spreadsheet
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Call Flows – 90 Minute Setup Meeting
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Optional Porting information
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Optional Phone Provisioning
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Port Date - 90 Minute Staff Training
Required Steps
User Creation
There are two levels of Calling user on the system. A Named User and a Workspace. Named users need first and last name, a unique email address, and the extension you wish them to have. A Workspace needs a name and extension you wish it to have.
Call Flows
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Staff Training
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Optional Steps
Porting Numbers
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Desk Phone Provisioning
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90 Day Evaluation
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