Welcome to the Portal Training walk through guide.

This article will walk through the steps to create customers and activate services. Your assigned training representative will reference this article during your on-boarding process and use it as a guide.

It is also a great guide for new staff as it will teach them how the RingLogix app works before scheduling any live training.


Portal Training Guide

• Learn how to create customers
• Review customer billing operations
  • Adding a credit card on file
  • Charging for one time items like hardware and labor
  • Accepting payments
  • Reviewing invoices, call records and other transactions
• Learn how to activate services
  • Add new SIP Trunks
  • Add new Hosted PBX & Users
  • Add new IP Fax
• Purchase and route phone numbers
• Port in existing phone numbers (LNP request)
• Explore phone number features
  • e911 Location Services
  • Caller ID
  • Directory Listings
• Understand the LNP process

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