Add a menu to your phone numbers to route callers to the right user or team. Add a branded greeting to make it yours.
This feature allows you to setup menu / IVR options. For example, you may want to direct your callers to specific departments:
"Hi and welcome to CircleLoop! Press 1 for Sales or press 2 for Support."
Creating a New Menu
To set up a menu, follow these simple steps
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Click the Admin Settings button
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Scroll down and select Menus
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Click "+ Add Menu"
Configuring the Menu Details
Once your menu has been created:
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Name your menu to help you identify it later
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Record a welcome greeting or upload an MP3 file
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Set call settings such as voicemail or redirect options
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Assign options 0 to 6 to users or teams (e.g. Sales Team on option 1, Support Team on option 2)
Assigning a Number to Your Menu
To link the menu to a phone number:
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Go back to Admin Settings
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Click Numbers
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Select the number you want to assign
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In the number details, click Assign
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From the Assign Number To menu, choose Menus
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Select your new menu and click Done
Now you have created a Menu, you can assign a telephone number to it. When somebody calls this number, they will be directed to your new Menu.
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Go back to the Admin Settings menu
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Select Numbers
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Click the number you wish to assign to your new Menu
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In the number details, click Assign
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From the Assign Number To menu, click Menus
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Select your new Menu and click Done
