SphereMail Operators

Getting Started 22

• Configuring The Administrator Settings and Getting Started→
• Update Business Information →
• Select A Color Scheme and Options →
• How to set up Vanity Domain →
• Administrator's Rights and Access →

View all 22

Integrations 7

• Linking Deskworks to Your SphereMail Portal→
• Linking Nexudus to Your SphereMail Portal→
• Linking OfficeRnD to Your SphereMail Portal→
• Linking Quickbooks to Your SphereMail Portal→
• Export Your SphereMail Customers' Info to HubSpot→

View all 7

Manage Mail 28

• Customer's Mail Features →
• The Mail Cycle →
• Mailroom Notification Feature →
• Notifications for Mail Item Requests→
• Add Single Mail Item →

View all 28

Manage Customers Accounts 26

• Activate a Customer→
• Deactivate a Customer →
• Manually Assigning A Mailbox Number →
• View Customer's Signed Form 1583
• Manually Upload Form 1583 →

View all 26

Manage SpherePhone (Virtual Phone Number) 9

• How to Make Outgoing Calls Using SpherePhone Virtual Phone →
• Add a Virtual Telephone for a Customer →
• Enable or Update Outgoing Calls →
• How to Setup Voicemail →
• Update a Forwarding Number, Update Company Name, Add Extensions →

View all 9

Live Answering/Receptionist Service 2

• Adding Live Receptionist Service for my Customer→
• Receiving Messages from The Live Answering/Receptionist Service →

Reports 2

• Viewing Charge Details on Your Operator Account →
• View and download customers' Quarterly Reports.

Billing 5

• Downloading Customer's Invoices →
• Mail Storage Fees→
• Create an Invoice or Add an Invoice Line Item→
• Business Name Invoices→
• Applying a Discount Coupon →