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Administrator Guide
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 →
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