How to Create a Branch in Account Manager

Objective

Create and manage branches in Account Manager

Applies To

• Account Manager

Procedure

1. Log in to Account Manager.
2. Go to Phone System > Branches.
3. Find an unconfigured branch and click Set Up on the right-hand side.
4. Complete the following:
   1. Branch Name
   2. Receptionist Type
   3. Receptionist

      Tip: For Receptionist Type and Receptionist, customers usually choose the main number for the location.

5. Click on Manage Extensions.
6. From the Available Extensions list, tick the box next to all of the extensions you wish to add to this branch. Then click Add.
7. You will see that the extensions have moved from Available Extensions list to Existing Extensions list. Once you've added all the extensions, click Save.