Partners can add a new customer to the SIPTRUNK platform in just a few steps. By logging in to the dealer portal, partners can enroll their customers and place initial service orders. This guide demonstrates the process along with providing some supplemental information.
- Begin by logging in to your dealer portal account. Navigate to Customers > New Customer.
- Complete the New Customer Registration form.
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The system will attempt to match the customer's input address to a recognized address. If successful, the Customer will be created.
- The portal view will load the new customer profile. Click on Create New Order to begin.
- Order the intended services, phone numbers, and set an account balance value. Click on Review Order to proceed to the next step for more options before you confirm the order.
NOTE: SIPTRUNK recommends adding an account balance for per-minute charges (Hawaii, Alaska, international, or toll-free) to avoid a potential negative balance and account traffic freeze.
- Review the order summary. You can choose several options. Print Quote will show full month pricing. Email Quote will allow you to forward the pricing to the customer email on the account. Save Order will allow you to return to the order later. Send Order will process the order and notify the customer for final approval.
- You will see the following message content after sending the order:
"Your customer has been notified via email that they have an order to review and approve.
Once they login with the credentials provided in that email and submit their payment information, the trunks will immediately activate and you will be notified the moment that happens. The Number Porting (LNP) tab will also become available for you to submit number port requests under their customer account on the SIPTRUNK.com Dealer Portal. You will also be able to order new telephone numbers as well.
The customer will then log in to their account from the email notification they received when the account was created by the dealer. Once the customer verifies their account status, they can access the customer portal. The Pending Order will appear on the Dashboard landing page. The customer can see the order details and then go to Review the order to approve it."
8. We will now demonstrate the initial order completion from the customer's perspective after they have verified their account. The customer will see the following screen when they log in to the customer portal:
9. The customer will click on Review.
10. The customer will see the same breakdown of the order and can choose to Accept Order or Cancel Order. A payment method will need to be added at this time.
NOTE: Please ensure the customer has read and understands the Terms of Service.
11. The following message will appear after the customer accepts the order:
- Please print, complete and sign the Credit Card verification form found here: https://login.siptrunk.com/SIPTRUNK_CC_Verification.pdf
- Please scan/send this in PDF format and reply to this email.
Alternatively you can fax this in to the SIPTRUNK.com Verification Department at 770-282-7199 or scan/email to: verification@siptrunk.com
12. Ensure the customer handles the follow-up requirements listed in the message content above.
13. Any phone numbers ordered in the initial order will also need to be chosen from the SIPTRUNK number pool. There will be no charge at checkout in the DID ordering menu. Reference this guide How to Order Telephone Phone Numbers to see the process demonstration and supplemental info.
- Customers can directly select their ordered phone numbers via the menu option SIP Trunking > Order Phone Numbers in their customer portal.
- Dealers can also directly handle the telephone number selection for the customer by accessing the customer account via the dealer portal and navigating to the Order DIDs menu. Note that dealers can only order pending numbers the customer has already approved an order for. Dealer accounts cannot approve account charges for their customer.