New Phone System Setup

Step 1 of 10

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Name

First Last

Company Name

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

How many Number(s) are to be ported to Systemsaholic?(Required)

Please enter a number greater than or equal to 1.

How many numbers do you currently pay for with Telco or VoIP providers that you will want to move over to the system?

Phone Numbers(Required)

Number

Caller ID

Advertised? Y/N

Please provide the details of each number you are porting over. Caller ID: is the name associated with this number. Typically the company name or department name. Advertise: please specify if this number is used in advertising or only for extra lines.

How many extensions are we setting up?(Required)

How many users will be on the system? Don’t forget any conference rooms or general extensions you need. If you are OK with random extension numbers being assigned, just leave the field blank.

Extensions

Extension Number

First Name

Last Name

Mobile Number

How are ALL incoming calls handled?

Ring Group – Rings All Specified Extensions

Call Queue – Assigns the Call to Extensions Waiting for Calls

Auto Attendant – Recording prompting for input ex: Press 1 for Sales, 2 for Accounting, etc…

Other

Other Details or Instructions

Select Extensions for Main Ring Group

First Choice

Second Choice

Third Choice

Select Extensions for Main Queue

First Choice

Second Choice

Third Choice

Digital Receptionist Setup

You Selected to use a digital receptionist to answer and route incoming calls.

Lets take a moment to set that up

Do you want a custom welcome message?(Required)

Yes – Please have it professionally recorded.

Yes – I will record myself

Welcome Script(Required)

Menu Options(Required)

Key

Action

What do you want to happen if no valid selection is made?(Required)

Extension(Required)

Do you have a special need for routing incoming calls?

For example, You have calls from a specific phone number that needs to be routed to a specific group or extensions. OR You have an marketing number you use to measure metrics and need to be answered in a special way.

Yes – I have a special incoming Number

Yes – I need a special incoming number setup

No – Don’t need this feature

What is your Special Number?(Required)

What is the incoming call action required for this number?

How do you want the system to handle any incoming calls from that number?

Do you need to TAG this call?

Yes- I need the call Tagged

Do you want to insert a special identification so Users know where the call is coming from? ex: Promo or Corp Lead

Tag

Timezone & Office Hours

Open Time(Required)

Hours

Minutes

AM/PM

Close Time(Required)

Hours

Minutes

AM/PM

Days Open(Required)

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Select the days that the Open Close apply to

Your Preferred Time Zone(Required)

General Recordings and Announcements

Please specify the recordings for different sections of the phone system. This may include general Announcements, General Delivery Mailboxes and another system prompts.

General Company Annoucment

General Delivery Mailbox

Special Welcome Message

After Hours Voicemail

Company Contact Information

Digital Receptionist Setup

Timezone & Office Hours

General Recordings and Announcements

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