This section covers the following topics:
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Create New Plan
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Before creating a new Account Plan it is recommended that you first create the Destination Table (if applicable) that will be assigned to the Plan. For information on creating a Destination Table please see the Edit/Create Destinations topic. |
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Enter the information for the new Account Plan as follows:
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| Plan Name | The name of the Account Plan. |
| Monthly Fee | The Monthly Fee that will be charged to customers enrolled in this Plan. |
| Minutes Included | The total allowed minutes for calls to destinations listed in the Destination Table. |
| Destination Table | The Destination Table containing the Destinations to which no charge calls are allowed for the minutes included (above). |
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Click the [Create] button to save the new Account Plan
Edit Plan
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Enter the information for the new Account Plan as follows:
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|---|---|
| Plan Name | The name of the Account Plan. |
| Monthly Fee | The Monthly Fee that will be charged to customers enrolled in this Plan. |
| Minutes Included | The total allowed minutes for calls to destinations listed in the Destination Table. |
| Destination Table | The Destination Table containing the Destinations to which no charge calls are allowed for the minutes included (above). |
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Click the [Save] button to save the new Account Plan
Delete Plan
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To Delete an Account Plan please follow the steps below:
- Click the [Account Plan] > [Plans] menu button
- Identify the Plan you would like to Delete and click the
button
- Review the Delete Plan conformation message and click the [Delete Plan!] button to permanently Delete the Account Plan
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