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How to set up a basic phone menu

Basic Phone Menus are the simplest way to route calls directly to a rep or team.

Erol Toker avatar
Written by Erol Toker
Updated over 3 years ago

Let’s say you already have designated numbers for your teams, you’d use a basic menu to make sure the proper team members are attached to their respective lines.

Creating a Basic Phone Menu

  1. Go to the Phone Menus tab in the admin console.

  2. Click the "+" icon in the upper right. 

  3. Select "Basic Phone Menu"

You will then be presented with a few options:

  1. "name" will be the friendly name of your new basic phone menu

  2. "type of number" can be local phone number, toll-free number, or unassigned number.

  3. "in area code" lets you specify what area-code you'd like your new basic phone menu number to be if you selected local phone number or toll-free number.

  4. The grey bar will provide a random number with your specifications. Click on the circular arrow to "roll" for a different number if needed.

Basic Phone Menu Settings

The following tabs will appear: Phone Menu, Phone Numbers, and Hours

The Phone Menu tab has the following options:

  • Call Forwarding - Here you can change the users/teams associated with this new basic phone menu and many other phone menu behaviors.

  • Phone Menu Greeting - Here you can select or record a new phone menu greeting for this phone menu.

  • Settings - Here you can enable/disable Dial By Extension, this allows callers to reach users by dialing their 3 digit extension when in this phone men

The Phone Numbers tab has the following options:

  • Press "+ Add Phone Number" to select your phone numbers you'd like associated with this new phone menu.

The Hours tab

  • Used to change your phone menu time-zone, after-hours recordings, and the general hours for this phone menu.

Click Save!

If you have any questions or issues, reach out to the Truly support team at support@truly.co or by clicking your name in the upper right within the admin panel and we'll be happy to assist!

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