Setup Wizard

General

• How long will it take to set up my company's profile?

Company Structure

• How do I set up my Company Structure?

Users

• How do I add a new employee?
• What can users with each different level of authorization view?
• How can I view which employees are active users or users that have logged in to the portal?

Extensions

• How do I add a new phone system?

Procedures

• How do I edit an existing procedure or add a new one?
• How do I choose which attribute is appropriate for each procedure?
• If no attribute appears to match a specific procedure, what should I do?
• If I edit or delete a component of my account after setup and data collection, how are my reports consisting of previous data affected?

Activity Types

• How are the activity types I can subscribe to determined?

Customers

• How do I add customers individually?
• How do I upload customers from a list?

Alerts

• How do I create an alert?
• How do I view an alert?
• How do I change the status of an alert?

Recording Devices

• How do I set up the recording device hardware?
• How do I set up my recording device on the portal?
• How do I know if I should set up my recording device through a router or through a hard wired connection?
• Do I need one recording device for every phone?
• How much does a recording device cost?
• How do I order more recording devices?

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