Orders & Tasks

This article outlines the best practices for onboarding new clients once they have signed on.

1. 1

   Send Welcome Email

2. 2

   CC/ACH Auth on File

   Note: This step is REQUIRED before we can move forward with any other steps, including portin g and onboarding.

3. 3

   Verify when service will start: Porting or ASAP

   • Porting - Clients will not begin services until after port date
   • ASAP - Client will begin services immediately with new numbers (temp numbers or no porting)
4. 4

   Copy of phone bills dated last 30 days - Required for porting

   • Customer Service Record (CSR) also recommended
5. 5

   List of DID TFN being ported w/ notes for use (voice, fax, etc) - Required for porting

   1. 1
      If new DID what area code?
6. 6

   List of users including first name, last name, preferred extension number, email, vm delivery type (phone/email) in extension form

7. 7

   Hardware Provided by Us?

   • Add tracking information & shipping cost.
   • If not, list of hardware being used including: Extension assignment, make, model, mac address
8. 8

   Schedule and complete onboarding call with client and/or channel partner

9. 9

   Create billing account & add payment

10. 10

    Submit porting form

11. 11

    Create Domain

12. 12

    Create DIDs

13. 13

    Create Users

14. 14

    Create AAs & Call Queues

15. 15

    Route DIDs

16. 16

    Provision E911

17. 17

    Purchase/Add Hardware