HELP FILE

How do I set up my Find Me Follow Me?

    Customize your line with a personalized dial plan (Find Me/Follow Me) that routes incoming calls however you want. Add multiple ring steps and redirect callers to various destinations like your cell phone or a colleague's extension.

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    About this task: Incoming calls are routed through your Find Me/Follow Me settings when your line is directly dialed, a call is transferred to your line, or your line is used in a Line & Voicemail node. However, these settings are overridden on a per-call basis when your line is used in a Simple Dial node or another user’s Find Me/Follow Me ring step.
    1. Log in to the desktop or mobile app.
      • From the desktop or web app, select your profile picture in the top right, select Settings > Voice and then select Find me follow me.
      • From the mobile app, tap your profile picture in the top left, select Phone and then tap Find Me, Follow Me.
    2. Customize the following:
      Option Description
      Ring Step Defines which extension(s) and number(s) to ring when someone calls the line. You can set up the line to ring more than one phone simultaneously by adding multiple numbers to a ring step or in sequence by creating multiple ring steps.
      Note: If you have Block Caller ID enabled on the phone number routed to the line, the External Caller ID will continue to be blocked as the call is routed to other ring step destinations.
      Pass–through Caller ID Controls which caller ID is displayed for ring steps that include external numbers.
      • When enabled, the caller ID of the original caller is displayed.
      • When disabled, the line's External Caller ID is displayed.
      Call Screening

      Direct connect: Connects immediately when you accept the call.

      Confirm pick-up: Tells you the caller ID and then gives you the option to accept the incoming call. If you don't accept the call it will be sent to the next step in the dial plan.

      Announce call: Tells you which extension was called and then gives the option to accept the incoming call. If you don't accept the call it will be sent to the next step in the dial plan.

      Screen call: Prompts the caller to record their name and then gives the option to accept the incoming call. If you don't accept the call it will be sent to the next step in the dial plan.

      Ring Time Defines the number of seconds the call rings before going to the next ring step. This is overridden by any Simple Dial nodes that reference the line in a dial plan.
      No answer, send to Defines what happens if the call is never answered.
      • Voicemail: Sends the caller to the line's voicemail.
      • Internal: Sends the caller to a specified internal extension.
      • External: Sends the caller to a specified external number.
      • Transferer: If the call was transferred to the line, returns the call to the party that initiated the transfer. If the call was not transferred to the line, it hangs up on the caller.
      • Hang up: Hangs up on the caller.
      • Unspecified: Follows the No answer, send to ring step.
      If calls fail, send to Defines what happens if the call fails, like in the case of an internet or power outage.
      • Unspecified: Follows the No answer, send to ring step.
      • Internal: Sends the caller to a specified internal extension.
        Note: To avoid routing calls to another device that is also affected by the same outage, we recommend using failover to an internal extension only if you have multiple locations on the same system (e.g., an office in Chicago and Dallas).
      • External Number: Sends the caller to a specified external number.
    3. Select Save.