Yes, the phone must be hung up while you are doing the setup, that way the "setup" button appears on the second soft key in the display. If you are using the handset press "forward" and then you should be set to keep going through the setup.

Odds are that for your setup you want the "line" type and not "call." I would use their website to get a dealer, they have a form to fill out. Then you have help to set this up, and help if you need it in the future.

Steve