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Welcome & Start Here

VIP For Administrators - Start Here

New to VIP or upgrading from Crexendo Classic? Start here for an overview of the admin tools and training.

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 Training Site is a resource library 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 list of topics and select the section you would like to learn about. Please pay special attention to the following sections:

  • VIP Portal for Users
  • Voicemail 101
  • Basic Phone Functions and Usage
  • SNAP Builder

 

For All Users

Proceed through the list of topics 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 for the VIP Portal including admin roles and functions, 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.

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