Step by step to a satisfied customer

peoplefone relies on the cooperation with installation partners for new customers. Here you can find a useful checklist for the support of a new customer

Checklist for new customers

Step Description Where? How?
1. Sales material We offer you basic documents for peoplefone as well as various sales documents for our products and services. More Info partner@peoplefone.ch
2. Open a customer account Opening a peoplefone customer account Partnerportal -> New customer
3. Set billing

Prepaid or postpaid customer?

  • prepaid without contract
  • Postpaid with business contract and CHF 200.-/month
 
Partnerportal
Prepaid -> Buy/Order 
Postpaid-> Contracts /Business Contract
4. Porting of existing numbers Does the customer want to port his existing numbers to peoplefone? Nummern Portierung
5. More products 3CX HOSTED, MICROSOFT TEAMS, RAINBOW HUB, INTERNET, BUNDLE, etc. Partnerportal  ->Contracts
6. Activate test credit Install VoIP hardware/software and immediately test outgoing calls Partnerportal  ->Customer/Payments
7. Activate test numbers Test incoming calls with test numbers immediately and before the porting date Partnerportal  ->Customer/Buy/Order
8. Configurations

SIP TRUNK, Clip Open and peoplefone HOSTED

  • SIP TRUNK: Set SIP line to SIP TRUNK
  • CLIP OPEN: Activate function to show outgoing numbers
  • peoplefone HOSTED: 30 days free trial for 5 users
 

Partnerportal

  • SIP Line/Settings/Routing Type
  • SIP Line/Display Type
  • New Customer/Order
 

 

More questions?

If you have any further questions about the checklist, our offers or our products, please do not hesitate to contact us.

partner@peoplefone.ch

044 552 20 00

Our Partner Managers Antonio Rubichi (right in the picture) and Roger Vogler (left in the picture) will be happy to advise you.