Phone System Setup QuestionnaireCongratulations on the new phone system! We have a list of questions that needs to be addressed so we can ensure a smooth deployment. Please take the time to fill this out and submit it to our project team. Fill it out to the best of your abilities (average time to fill out is 10 minutes). If you aren't sure on an answer, don't worry, there's an option on the last page to request a callback before we start any programming. - Step 1 of 7A Bit About YouYour Name *Company Name *Your Email *Best Contact Number *NextExtension StrategyExtension Length *3-Digit Extensions4-Digit ExtensionsExtension Numbering *Create a new extension list based on my extension length choiceWe have existing extensions that we need to maintainExisting Extension List *Please upload a spreadsheet containing your employees names, email addresses, extensions, and if used, Direct Dial numbers. If you don't have a user list with this info, download our Phone System User Template here.Extension Numbering Begins With *Employee List *Please upload a spreadsheet containing your employees names, email addresses, and if used, Direct Dial numbers. If you don't have a user list with this info, download our Phone System User Template here.PreviousNextVoicemail HandlingVoicemail Delivery *Voicemails are checked at the phone. We do not want voicemails sent as email attachments.Voicemails can be checked at the extension and a copy is also sent via emailVoicemails are sent via email and then deleted from the phone system.We do not want voicemail setupOn-phone Indicator Light *Blink the Red Light Only For Unread VoicemailsBlink the Red Light For Both Unread Voicemails & Missed CallsYour phones have a red light that can be configured one of two ways, please choose.PreviousNextPhone Number InventoryPhone Numbers *We have existing phone numbers we wish to useWe need new phone numbersPlease check all that applyPrimary Inbound Phone Number *Additional Existing Phone Numbers We Wish To Use *List all of the phone numbers you currently use that will be active on the new system. These can be Direct Dial, department numbers, etc. Please add one number per line.Quantity of New Phone Numbers you need *Desired Area CodeWhat is the preferred Area Code for new numbers (XXX) YYY-ZZZZ (the XXX part of the number)Desired City(XXX) YYY-ZZZZ (the YYY part of the number) : Do you have a preferred city to be associated with, i.e. Lansing, Grand Rapids, Etc. We will attempt to find you a number within that locality.PreviousNextBusiness Hours / HolidaysBusiness Hours *Same Open/Close Time on Weekdays & Closed on the weekendDifferent Open / Close Times Throughout WeekWe do not ever closeWeekday Opening Time *Weekday Closing Time *Specify All Open - Close Times *Enter each day of the week on its own line, with either Closed or Open-Close times, i.e. Monday: 8am-5pmHoliday HoursList the holidays (one per line) that we should setup the system to treat as you being closed.PreviousNextInbound Call HandlingPhone System Call Handling *Handle calls the same way regardless of the timeWe want different call handling based on whether we are open/closedWe will control how calls route based on the time of day. This allows us to handle calls one-way during business hours, and another way when you are closed. Choose the option that best matches your businesses needs.Inbound Call Handling *Go directly to an Automated Attendant (i.e. press 1 for billing, press 2 for operations, etc.). We will work with you to to setup the specific routing of each choice.Go directly to a person or group of people. Only go to an Automated Attendant after X rings.How should we configure the system to handle inbound calls to your phone system.During Business Hours : Inbound Call Handling *Go directly to an Automated Attendant (i.e. press 1 for billing, press 2 for operations, etc.). We will work with you to to setup the specific routing of each choice.Go directly to a person or group of people. Only go to an Automated Attendant after X rings.How should we configure the system to handle inbound calls to your phone system.Outside of Business Hours : Inbound Call Handling *Go directly to an Automated Attendant (i.e. press 1 for billing, press 2 for operations, etc.). We will work with you to to setup the specific routing of each choice.Go directly to a person or group of people. Only go to an Automated Attendant after X rings.How should we configure the system to handle inbound calls to your phone system.Outbound Call HandlingOutbound Call Appearance *All outbound calls should show our primary phone number for Caller-ID.All outbound calls should show the callers direct dial number.Hybrid. Some callers will use our primary outbound and some will use their direct dial number.PreviousNextBrandingCompany Logo FilePlease attach a copy of your company logo to be used in branding your phone interface.Submit Your ConfigurationI have questions!Contact me before starting work on the Phone Systemselect this box if you would like a team member to contact you prior to starting the programming of your system.Signature *Clear SignatureProve you are not a robot *=PreviousPhoneSend to Project Team
