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title1. Create Location

Description: In this step we can import phone numbers and then create the location.

  1. Click the +Location button.

  2. A popup will appear with 2 options.

  3. Click the Import button to add the main phone numbers for this new location to the account.

    1. AO - Add Phone Numbers

    2. These phone numbers are what people will dial to call the company and NOT the phone numbers to call individuals directly. You can import all your phone numbers if you want to.

  4. Once you have imported some numbers click the Create button to create the location.

  5. Once the location is created you will see the location show up on the right.

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title2. Import Users, Devices, Numbers

Description: In this step we can import Numbers, Devices, and Users via the CSV Importer or import them individually.

  1. Either click the CSV Importer button or the individual buttons.

    1. CSV Importer: GUIDE LINK

    2. Numbers: Link AO - Add Phone Numbers

    3. Devices: LINK

    4. Users: Link

  2. Once all of the information has been imported click the Completed button at the bottom.

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