Essential Links

Recommended Settings

Call Rules and Voicemail

To reach these settings:

1. Log into your account

2. Go to settings

3. Click your name in the upper left

4. Go to phone

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Under the Phone dropdown menu, the Call Rules and Voicemail section includes the option to forward your calls to another RingCentral user, A place to turn on DND, and where you set up your working hours for calls only.

1. Click on my workday.

   1. Set up Work hours however you like for when you will receive notifications.

Incoming Call Information

1. Go back to phone.

   1. Click incoming call information

   2. Set incoming number to dialed number

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Here you can set the number seen, recommended to be Dialed Number. You can also set up an announcement that will play for anyone who calls you before the call goes through.

Voicemail

1. Go back to phone.

   1. Scroll down to voicemail

   2. Ensure voicemail to text is turned on (selected blue)

   3. You can select voicemail greeting here to create your custom voicemail if desired

Open

Here are the voicemail settings where you can set up your voicemail greeting, a voicemail PIN, a shared voicemail box, and a voicemail-to-text feature.

Notifications

1. On the left of your screen, click notifications.

   1. Click messaging notifications.

   2. Select what notifications you would like to receive and how.
      
      

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Other Setup

Text Automator

Using the automation link above, you’ll find RingCentral’s Text Automator. After clicking on New Automation, your screen will look like this:

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We recommend setting up the After-hours SMS auto-reply so that you can separate work and home more effectively.

Salesforce Integration

Phone Calls

After receiving a phone call on the Salesforce integration, the app will look like this:

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After choosing the contact you want to relate the call to, you can press the save button, and the record will be saved on the contact

Text Messages

Similarly, SMS messaging has an area to find contacts and a button to log the messages.

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Record in Salesforce

The record will appear under the Activity tab looking like this:

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Additional Features

• Sending Mass Text Messages: To learn more about how to send mass text messages, follow the instructions in here.

• Importing Contacts: To learn how to mass import contacts into RingCentral, follow the instructions here.

• Setting up out-of-office text messages: log into the Automator through this link or the link above. Select New Automation, then select the type of message you want to send. After you select the message, follow the screen prompts. For more information on automaton, click here.

• Forward Ring Central Number: To learn more about forwarding your ring central number to another co-worker follow the instructions here