Getting started with your PMX phone service¶
Welcome to PMX! Work through this list in your first day or two and you'll be ready for anything your callers throw at you.
- Activate your account. Open the welcome email from info@pmxtech.co and click Complete Setup to create your password. The link expires after 7 days. See Log in to the phone portal.
- Install your app, if you'll use one. New users should install CloudieConnect, PMX's phone app. If you already use SNAPmobile, you can keep using it unless PMX asks you to switch. Please use only one app for your extension.
- Allow the app's permissions. Notifications and microphone at minimum. Without them, calls won't ring.
- Set up your voicemail. Set your PIN, record your name and your greeting. See Set up and use your voicemail.
- Make a test call to another extension or your cell.
- Receive a test call. Have a coworker call your extension.
- Learn hold and transfer. See Transfer a call, and the GRP2615 quick guide if you have that desk phone.
- Learn Do Not Disturb. See Stop business calls for a while.
- Learn call forwarding, if you'll need it. See Forward calls to your cell.
- Learn how to text, if texting is included in your service. See Business texting.
Something not working on day one? Contact PMX. We'd rather fix it now than have you miss a call later.
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