How to Add a Customer Lead to RingCentral

• Related Articles

• New Prospect and Client Intake Instructions (New Customer)

  This procedure applies to inactive customers in AT as well as to customers that have not opened a ticket or been billed by us in at least one year. They are to be treated as new customers. The only difference is that instead of creating the account ...

• How to Block Specific Phone Numbers in RingCentral

  In the admin portal, click users at the top. Click the link associated with Extension 100. (This is apparently what they consider the main number.) Click Phone. Look for Blocked Numbers. This is where you can add numbers to be blocked. Make sure to ...

• How To: Faxing (Sending and Receiving)

  How to Send a Fax Via Email Using RC You can send a fax from the desktop app. Click the icon at the bottom of the app: You can send a fax from the Ring Central soft phone app on your smart phone or from the desktop app. How to Receive a Fax Using RC ...

• Yealink Phone Info

  Phone Configuration You can configure your phone on the web by entering the phone's local IP address. Use https:// before the IP address. The default username and password are both admin. Check your Keeper vault for your latest password. The exported ...

• Basic Phone Functions/Protocol - RingCentral

  It is imperative to answer every phone call that comes in, even if it's an unknown customer name on the Caller ID. Voicemails should be checked at least once every hour and can be found in the Slack channel named #voicemails. How to TRANSFER while on ...