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Star2Star New Customer Partner Checklist Sales Representative Customer Name Customer Contact Contact Email Quote Approved Quote Approval Date Customer Payments Made Discovery Conducted Network Readiness Survey Created Customer Network Diagram Conducted Customer Phone Survey Created Customer Call Flow Diagram Obtained copy of existing phone bill Obtained copy of customer extension listing Obtained copy of customer employee names and email addresses Dealtrack Deal Finalized date StarNet Analyzer Circuit information filled in Submitted StarNet Analyzer Pre-Qualification Downloaded SNA tool and ran SNA test SNA Test results received Porting All porting numbers entered into portal Portal number requests “Accepted” Downloaded LOA forms and sent to customers Signed LOA forms sent to accountservices@star2star.com Requested any new numbers required Requested a new circuit if required Portal Configuration - Basic Configuration Location Information Entered & Verified Service Address Information and Billing Contact Information Additional Location Information Entered & Verified Time Zone Entered & Verified DST Setting (Y/N) Enabled Advanced Scheduling (Y / N) Allowed Dialing out from Voicemail (Y/N) Set "Play FM-FM Announcement (Y/N)" Set Directory Sort Order (Last/First) Set Announce Ext. on Directory (Y/N) Set Multi-Location Directory (Y/N) Set Multicast Paging (Y/N) (VVX or Yealink only) Set Show 5 digit Extension (Y/N) Set Key System Mode (Y/N) Set Park Positions (1 – 4) Primary DID Set Primary DID (Select from Pulldown) Business Hours Set Business Hours Maintenance Window Set Maintenance Window After Hours Contact Select when to Contact Entered Primary Contact Name Entered Primary Contact Phone Number Entered Primary Contact Email Address Additional Contacts Entered any additional contacts required Extensions (Steps will be repeated for all new users) Added new User NameEntered Extension #Entered Extension Name (First Last)Set if Voicemail Box EnabledSelected Phone Model for userSelected Outgoing CallerID for Lines 1 - 4Selected Remote ExtensionSelected Expansion Modules (if needed) Set Calling Options (Repeat for all new users. For internal only calling, uncheck all calling option boxes in portal) Allow Intracompany CallsAllow Local CallsAllow Long Distance CallsAllow International Rate CallsAllow Toll Free CallsAllow 411 CallsHide Extension from Company DirectoryHide ExtensionEnable Call Accounting CodesAdd Call Accounting Codes Analog Backup/Operator Analog Backup Selected Inbound Analog call Routing Analog Devices Selected Device 1 from pulldownEntered Analog Backup Number 1Selected Device 2 from pulldown (normally not required) Operator Selected Operator Location from Pulldown Destinations Entered / Created / Updated Ring Groups & Failover ProcessEntered / Created Queues (Hunt Groups) & Failover ProcessEntered / Created RecordingsAdded New Dial External NumbersAdded Page GroupsAdded Voicemail GroupsAdded Conference Rooms Auto Attendants Entered / Created Auto AttendantsConfigured Auto Attendant Dial OptionsRecorded / Uploaded Auto Attendant RecordingsSelected Auto Attendant Failover Options On-Hold Options Uploaded Music for On-HoldSelected Playlist options Call Park Timeout Entered Call Park Timeout (used for Hold also) Custom Devices Entered Name & Description of Custom Devices Multi-Extension Devices Selected devices from pulldownEntered Name & MAC of Custom Multi-Extension Devices Date Completed Portal Configuration - StarCenter Configuration StarCenter Manager Agents (For each agent) Added Agent IDAdded Agent PINEntered Agent First NameEntered Agent Last NameSet whether to Allow Individual Queue Login (Y/N)Set whether to Auto-Answer All StarCenter Calls (Y/N)Added Select Skills and Level (if necessary) Skills: Added new Skill nameEdited Skill to configure Alerts: Added new Alerts from pulldown & Selected Options Customer Options: Set Time Zone Set Daylight Savings Time (Y/N)?Set Agent Login Call Delivery PauseAre you using Reason Codes (Y/N)? Reason Code Length (2, 3, or 4) Added Reason Codes (Code, Name, Type) Location Options: Away State Change on Call Pickup Setting Multi-Queue Monitor: Using the pulldown, Added Queue(s) to monitor and clicked Save Current Group Porting Confirmed Customer Port Date/Time Incoming Call Routing: Day before port - Assigned Porting DIDs to specific locationOnce ported, tested call routing Date Completed On-Site Training: Reviewed Extension ListingConducted Phone TrainingWorked specifically with the Receptionist – Transferring, Forward, VM etc.Reviewed Incoming Call RoutingReviewed Ring GroupsReviewed Queue GroupsReviewed StarCenter Agents / Queues (where applicable)Had Admin Launch StarView (where applicable)Had Admin download & Install Application Framework (where applicable)Worked with Customer Admin for 1 week to finalize changes Follow-Up with Customer Followed up with customer after 1 week to review all configurationsFollowed up with customer after 30 days again to review configurations Δ