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1 Site Discovery We are excited to get your hosted service ready but first we need some information about your office. Please complete this form in its entirety to reduce the delay of your implementation. Once your forms are complete please them to or fax them to How many locations, including all remote employees that work from home does the company have? Multiple Person Location(s): Remote/Home Office Locations(s): 2. Is nexvortex providing you fax? Yes No If Yes, are you using a 3. Please report the findings from testing your internet speed by going to in the table below. This is simply a snapshot, so it is best to run this test at the busiest time of data traffic. Test Ashburn Denver Download Speed (Mbps) Upload Speed (Mbps) Latency (Mbps) Jitter (Mbps) Client (IP Address/ISP) Test Date and Time 4. Is your IP address static (does not change) or dynamic (may change)? 5. What is the current Firewall or Router make and model? 6. IT Support Contact Information Name: Company: Address: Phone Number: Disclaimer: Any cost incurred from a third-party network services provider will be the sole responsibility of the customer.

2 Location & User Information We re excited to get your new nexvortex phone system up and running. We ll need some basic information from you to start the set up process. Please reply to this providing the following information for each location. Location Name Address City, State, ZIP Main Phone Number Hours of Operation Sunday: Monday: Tuesday: Wednesday: Thursday: Friday: Saturday: Location #1 Location #2 We also need to collect your user information. Please fill out the form below. If you have more users that do not fit in the provided space, please fill out the Additional User Information Form. First Name Last Name Mobile (for Follow Me) Address (for VM Delivery) Desired Extension

3 Preferences Company Name: Call Flow Design What happens when the Main line rings during the day? Q If using an Auto Attendant, would you like a Dial by Name Directory? If using a Dial by Name Directory, lookup by: After Hours Greeting: Q Automatically change to my After Hours Greeting. My office hours are: The following employees are responsible for turning the After Hours Greeting on and off: We won t be switching to a closed greeting. Auto Attendant SAMPLE GREETINGS Auto Attendant (Open) Greeting Closed Greeting Thanks for calling the IT Nerds. How can we help you today? To request computer repair service, press one. To check the status of a trouble ticket, press two. If you re a platinum subscriber, press three to be connected to our nerd on call. Thanks for calling Kia. You have reached us outside of our business hours of 9AM to 8PM. If you know your party's extension, you may dial it at any time, or please hold to leave a message with our receptionist. Thank you for calling Mod Spaces Magazine, the authority of modern design. For subscription information, please visit us online at modspaces.net. For our advertising department, press one. For art and traffic, press two. For accounts payable, press three. We're sorry; Johnny's Pizza is currently closed. Please call back during our normal restaurant hours every day from 11 am to Midnight. Thank you! # Description 1 Open Greeting 2 Closed Greeting 3 Extra Greeting 1 4 Extra Greeting 2 Prompt ALL text within this column will be recorded.

4 Phone Numbers Please enter all inbound phone numbers that you will be keeping, and using the three examples below, describe how each number will be used within your organization. Be as thorough as possible in the space provided. Phone Number Description Where should the number ring? Company Main Main IVR Bill Smith s DID Bill Smith s extension EXAMPLE Sales Sales Queue

5 Ring Groups Company Name: Please list each user s name and indicate which Ring Group they will belong to. You many select your own ring group name in the green boxes below. This form is optional. Ring Groups User Name EXAMPLE: John Doe Sales Accounting X Service Reception

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