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Create New Plan

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titleINFO

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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To Create a new Account Plan, please follow the steps below:

  1. Click the [

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  1. Plan / Charges] > [Plans] menu button

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  1. CDR2Cloud - Plans MenuImage Added

  2. Click the [Create Account Plan] menu link -button located at the top of the page
    CDR2Cloud - Create Plan MenuImage Modified
  3. Enter the information for the new Account Plan as follows:

    CDR2Cloud - Edit Account PlanImage Modified
    Plan NameThe name of the Account Plan.
    Monthly FeeThe Monthly Fee that will be charged to customers enrolled in this Plan.
    Minutes IncludedThe total allowed minutes for calls to destinations listed in the Destination Table.
    Destination TableThe Destination Table containing the Destinations to which no charge calls are allowed for the minutes included (above).


  4. Click the [Create] button to save the new Account Plan


Info
iconfalse
titleACCOUNT PLAN TOPICS

Page Tree
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rootPlans
spacesCDR2CLOUD