RingCentral Phone App - Processes, Questions and Issues
This will be the discussion location for any RingCentral processes or updates to processes, as well as any questions or issues with the RingCentral Phone App. Each department and employee uses RingCentral differently and at varying degrees of engagement, so keep this in mind as you review or discuss any processes or questions here.
Logging In: When logging into the RingCentral App, use the main company number (7046266802) and you extension number, as well as your personal password. If you need assistance with finding your extension or password, please see the Customer Success Manager (Levi).
On Call Queue: If you are scheduled to be on call, please make sure your RingCentral app is logged in and open. The app can sign you out after long periods of in activity, which may cause your phone not to ring during your shift. If you are not receiving calls when you should be, or if you are receiving calls when you should not be, please call the Customer Success Manager (Levi), or if you cannot reach him, your Service Manager (Nathan) or Project Manager (Mike or Moody) for assistance.
Warm and Cold Transfers: When transferring calls in RingCentral, please make sure to warm transfer the call UNLESS the caller indicates they are responding to a call from your team member and/or they are expecting a call. To warm transfer, select the Transfer option in the RingCentral app, and then select "Ask First". To Cold Transfer, select "Transfer Now."
Also, for outbound calls (which some employees do not make in the app) you will have the option to select which number you can call from. The numbers available to call from will vary based on which site and queue you are associated with. When you select the "Phone" tab to open the dialer, there is a dropdown menu of the numbers you can select. Make sure your number reflects the location you are calling for (Charlotte Office vs. Anderson Greenville Office) - See picture below.