Getting Started for Growing Businesses (10+ Employees)

This guide is designed for you, the owner of a thriving business. We understand that as your business grows, your communication needs do too!

You are no longer a one-person shop—with many employees and a number of departments, your needs may be more complex and require flexibility. Below, you’ll find a complete setup guide for your growing business, including the following features:

  • A toll-free number for your dedicated business line
  • A combination of desk phones and mobile apps to place and receive calls
  • A customizable menu (IVR) system
  • Custom voicemail greetings and inboxes for each employee
  • The ability to receive voicemail notifications by email or text message
  • A dedicated toll-free number to send and receive faxes
  • A dial-by-name directory for all of your employees
  • The ability to set schedules to manage calls during and after business hours
  • Flexible call routing with queues for your sales or customer-service teams
  • Recording of all your inbound and outbound phone calls for quality-control review

Who Should Use This Guide?

As the owner of a growing business, we assume you have ten or more employees. If you have fewer staff, consider checking out Getting Started for Small Businesses or Getting Started for Entrepreneurs.

Setting Up Your Account and Devices

The phone features listed in this guide are interdependent. We recommend following the setup steps in the order they are presented.

Phone Numbers


Mobile Apps







Outbound Calls

Call Recording

Minute Upgrades

Congratulations! After following this guide, you’re ready to do business with