Onboarding Overview
The onboarding process includes the following steps:
| 1. | The customer installs the Carrier App of their desired provider in the Zoom Marketplace. See Download and Install Carrier App |
| 2. | The customer is directed to the landing page of the Live Platform app displaying Contact form. The customer fills in details including required PSTN Calling Plan in their Zoom app. See Submit Contact Us Form for New Lead |
| 3. | The Provider Exchange applies Zoom Essentials license to the new lead in the Live Cloud portal. See Apply Live Cloud for Zoom License to New Lead |
| 4. | The Provider Exchange uploads numbers to the new lead in the Live Cloud portal. See Load Numbers to Customer |
| 5. | The customer approves the uploaded numbers in Live Platform app. See Approve Uploaded Numbers |
| 6. | The Provider Exchange checks in the Multitenant portal that the customer is in "Ready" state. See Verify Customer Status. |
| 7. | The customer checks in the Zoom Admin portal that the Provider Exchange is connected to the Zoom Phone System and that uploaded numbers are connected to the Provider Exchange. See Verify Provider Exchange Connections |
| 8. | The customer assigns numbers in Zoom.us to Zoom users. See Assign Numbers in Zoom Admin App |
| 9. | The customer verifies assigned numbers and makes a test call in their Zoom application. See Verify Assigned Numbers and Make Test Calls |
