Whether you are upgrading from our Crexendo Classic software or are brand new to Crexendo, we are excited to welcome you to our VIP platform for business communications and collaboration. The VIP Portal is designed to elevate your experience and provide you with a host of valuable benefits.
Purpose
The Crexendo Guidebook is meant to be a reference guide for you as you utilize or manage your Crexendo phone system.
Several sections are for “Office Managers” or administrators of your Crexendo domain, while other sections provide instruction for call center agents, call center supervisors, and standard users.
For “Office Managers” or Administrators
If you will be managing your settings for your Crexendo phone system or domain, the table of contents begins with a chapter on each section of the VIP Portal for Managers. Each section displays the steps and options for managing your call flow and many include “how to” videos that can be accessed whenever you need them.
For an overview of the portal, please see the VIP Portal for Managers Overview video at: VIP Portal Overview
For Call Center Supervisors
Proceed through the table of contents and select the section you would like to learn about. Please pay special attention to the following sections:
- Call Center for Supervisors
- VIP Analytics
- VIP Call Center Reporting
- Call Recording
- VIP Portal for Users
For Call Center Agents
Proceed through the table of contents and select the section you would like to learn about. Please pay special attention to the following sections:
- VIP Portal for Users
- Voicemail
- Basic Phone Functions
- SNAP Builder
For All Users
Proceed through the table of contents and select the section you would like to learn about. Please pay special attention to the following sections:
- VIP Portal for Users
- Basic Phone Functions
- Voicemail
- VIP Fax
- SNAP Builder
- VIP Mobile Application
- VIP Web Phone
Crexendo VIP Portal Training YouTube Playlist
For a list of “How To” videos VIP Portal including admin roles, using the VIP Portal for Users, the VIP Web Phone, the VIP Web Application and more, go to our YouTube playlist found HERE.
Crexendo Device Training YouTube Playlist
For a list of “How To Use" videos on many of our Crexendo desk phones, go to our YouTube playlist found HERE.