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How do I manage my dial plans?

Update the settings on a dial plan as needed.

Before you begin: You must be assigned an Admin or Super admin role to perform this task.
  1. Sign in to GoTo Admin.
  2. From Phone system > Call routes > Dial plans, find the dial plan that needs changes made.
  3. Hover over the dial plan to choose what you want to do:
    Action How-to
    Add or Import Select the + Add dial plan button on the top-right. For additional detailed steps, refer to How do I create a dial plan?
    Clone Hover over a dial plan and select Clone Icon to make a copy of the dial plan.
    Tip: If you already have an existing dial plan, you can clone it, make edits within that copy, and then try it out without altering your original dial plan or starting from nothing. This can be very useful when trying something new!
    Edit Hover over a dial plan and select Edit Icon to make changes to the name or extension number of the dial plan.

    You can also edit the name or extension from within the dial plan editor by selecting the dial plan name in the top-center navigation menu.

    Export Hover over a dial plan and select Download Icon to download the dial plan as an .xml file.
    Delete Hover over a dial plan and select Trash Can Icon to delete the dial plan.
Article last updated: 12 May, 2023