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06 Mar 2018

How to setup main iPlum number routing calls to multiple phones or users?

There are two (2) types of configurations available to route main iPlum number to multiple phones or users.


Note: iPlum is designed as a self service business platform. If you need technical consulting for your setup, you can also request a service call with our in-house specialists using this special link for $25. They will setup a live Zoom call to help you.



Configurations:

I. Route calls to multiple devices/users using Phone Tree and Extensions.


II. Route calls to multiple devices/users with Simple Call Forwarding (No Phone Tree and Extensions).






I: Route to multiple devices with business line interface using phone tree and extensions.


Summary:

Use this option when you want to play a welcome auto-attendant greeting for incoming calls and route them to different user phones based on extensions. Each user’s outgoing Caller-ID can be configured to show main iPlum phone number.

Setup a master account with main iPlum number and add sub-accounts with local iPlum number subscription for each user. Users will install iPlum app on their devices and login with their distinct login IDs. Using this approach when a caller dials your main iPlum number they will hear your welcome auto-attendant greeting. They will be presented with option to dial extensions. One extension can ring one device or multiple devices. All users can make & receive calls simultaneously.





Steps:

  • Login https://my.iplum.com .

  • Get a new main iPlum number or port-in your existing phone number into iPlum.

  • Add additional members : Click “Add Additional Phone/Fax Line”. Create a sub-account login-id with physical mobile phone number or an email address. Landline or virtual numbers not allowed when creating sub-accounts.

  • The user will receive a link via phone text or email used to create their sub-account. Once the user clicks the link, it will require them to enter a new password. The user is now connected to the master account and you will see them in “Accounts” section.

    Get iPlum number for the user: In the Dashboard || Accounts section, select the additional line setup above, click “Get iPlum Number” to setup a new iPlum number for this additional line.

    Caller-ID update:Dashboard || Accounts || Click iPlum Login ID of the User || Profile & Permissions || Caller ID || Toggle to Main account iPlum number and Save it.

    Voice network mode for best call reliability:
    Dashboard || Accounts || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the external phone number and save.

    Dashboard || Accounts || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the external phone number and save.

    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.



  • Phone Tree setup: Click Phone Tree with Extensions icon and enable it.
    Follow prompts to setup phone tree using examples.

    • Type auto attendant greeting for text to life like speech.

    • Create extensions & link them to each iPlum phone number which you have setup in previous step or external phone numbers.

    • Add multiple users to an extension to ring Sequentially or Simultaneously.







II: Route calls to multiple devices/users with simple call forwarding (no phone tree and extensions).

Summary:

Use this option when you don’t want a welcome greeting or extensions for incoming calls. You would simply send the incoming calls directly to different phones as a separate business line interface. Each user’s outgoing Caller-ID can be configured to show main iPlum phone number.

Setup a master account with main iPlum number and add sub-accounts with local iPlum number subscription for each user. Users will install iPlum app on their devices and login with their distinct login IDs. All users can make & receive calls .


Steps:

  • Login https://my.iplum.com .

  • Get a new iPlum main number or port-in your existing number into iPlum.

  • Add additional members : Click “Add Additional Line”. Create a sub-account login-id with physical mobile phone number or email. Landline or virtual numbers not allowed when creating sub-accounts.

  • The user will receive a link via phone text or email used to create their sub-account. Once the user clicks the link, it will require them to enter a new password. The user is now connected to the master account and you will see them in “Accounts” section.

    Get iPlum number: Dashboard || Accounts || Click iPlum Login ID of the User|| Get iPlum Number to setup a new iPlum number for this additional line.

    Caller-ID update: Dashboard || Accounts || Click iPlum Login ID of the User|| Profile & Permissions || Caller ID Number || Toggle to Main account iPlum number and Save it.

  • Repeat above step for all users.

  • Set Call Forwarding : Dashboard || Accounts || Select Main Account|| Settings || Call Forwarding (Edit) || Enable it || Enter main iPlum # and sub-account iPlum numbers created in above steps and Save it.

    You can choose to Display Incoming Caller ID to be “Actual Calling Number” or “iPlum Number”.

    Note: If you have more than three users, you can create a tree structure to forward calls to any number of users.