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Setup Review

A one-time review of the tenant-level settings that apply across your whole Zoom Phone account. RX3 works through these with you in a single meeting.

Each setting carries our recommended position and the reasoning behind it.

  • Account Settings — 20 settings covering recording, calling, messaging, voicemail, Phone AI, and emergency calling
  • Company Info — 22 settings covering sites, routing rules, desk phones, hours, PIN security, caller ID, the dial-by-name directory, and the full emergency services block (PSAP routing, nomadic 911, locations, and alerts)
  • Holiday Settings — the workbook tab where you list each holiday closure and what happens to calls during it

Ahead of the meeting we'll ask you the Pre-Discovery Questions.