Voip Phone Quick Start Guide

Cloud PBX Quick Start Guide

Table of Contents
Making Domestic Calls
Extension Dialing
Receiving Calls
Voicemail
Alternate Greetings
Handling Calls
Attended Transfer
Blind Transfer
Transfers to External Numbers
Park and Hold
Directed Call Pickup
3-Way Conference

Making Domestic Calls

Making a call with your phone does not require a leading number. You can dial on-
hook or off-hook.

➣ To dial on-hook

Dial the phone number.

Pick up the handset, headset, or speaker.

➣ To dial off-hook

Pick up the handset, headset, or speaker.

Dial the phone number.
Calls to the US and Canada are all dialed using 10 or 11 digits. Local calls can be
dialed using 7 digits.

Extension Dialing

Extensions on your system can be dialed using their 3-to-4 digit extension or by
pressing the button on your phone corresponding to the desired extension.
Receiving Calls
When a call comes in, you can answer it via a headset, speakerphone, or handset.

➣ To answer a call using a handset

1. Lift the handset off-hook.

➣ To answer a call using a speakerphone

Press the Speaker button.

➣ To answer a call using a headset

Usage depends on how the headset is connected. Often, you’ll press the
button on the headset or press the headset button on the phone.

Voicemail

➣ To access voicemail

1. Press the Messages button on your phone to access your voicemail box or
   dial 5001 if you cannot identify the voicemail button.
2. If you subscribe to multiple mailboxes, a list of mailboxes may appear. Select
   the mail box you want to access.
3. When prompted, enter your voicemail pin, and then press #.
   

➣ To access your mailbox from another user’s phone

1. Dial 5000.
2. When prompted, enter the other person’s extension number.
3. Enter the voicemail PIN of the other person’s mailbox, followed by #.
4. Setting Up Your Mailbox
5. The first time you log in to your mailbox you are walked through recording
   your name for the directory and recording your personal greeting.
6. The name recording is for the dial-by-name directory, so when someone
   enters the first three letters of your last name, it will play back your name
   recording.
7. The greeting plays when your mailbox is reached. It is very important to
   make a custom message, as many callers will not leave messages at
   mailboxes that have generic greetings.
   Alternate Greetings
   Your mailbox supports multiple greetings for different scenarios like business trips
   and holidays.
   

➣ To record an alternate greeting

1. From your mailbox, press 6 for greetings, and then press 1 to record an
   alternate greeting.
2. When prompted for the greeting number press 2 for your next alternate
   greeting (1 is your default greeting).
3. After your recording is completed, select the active greeting by selecting
   option 3 in the greetings menu.

Handling Calls

Your Cloud PBX features various ways to move calls around, including attended
transfer, unattended (blind) transfer, voicemail transfer, park, and more. In this section,
references to BLFs are the 1-touch buttons on your phone (if equipped).

Attended Transfer
Attended transfer allows you to speak to the transfer recipient prior to completing the
transfer while the caller is on hold.

➣To perform an attended transfer using Polycom/Poly and Yealink phones

1. Press the Transfer key/softkey on your phone.
2. Dial the recipient’s extension or press their BLF.
3. Speak to the recipient, and then either press Transfer again to complete or
   cancel if the recipient cannot take the call.
   

Blind Transfer
Blind transfer goes straight to the recipient.

➣ To blind transfer using Polycom/Poly phones

1. Press and hold the Transfer button.
2. Select Blind from the on-screen menu
3. Enter the extension of the recipient or the recipient’s BLF.

➣ To blind transfer using Yealink phones

1. Press Transfer.
2. Dial the extension of the recipient
3. Press Transfer.

➣Transfers to External Numbers

A transfer can also go to an external number such as a cell phone. Follow the transfer directions above but instead of dialing an extension, dial a 10-digit phone number.

Park and Hold

On your phone system, hold is a local function. This means a call held on your phone
cannot be picked up at another station. Park is a system-wide function. This means a
call parked at one phone may be picked up by any phone. Please see your system
administrator to make sure call parking has been enabled for your company.

➣ To park a call

1. Dial *** in an active call from any phone. The system says, “The call is parked at
   xxxx.”
2. Hang up.
   

➣ To retrieve the parked call

1. Dial xxxx where xxxx is the extension stated by the system.
   Directed Call Pickup
   Directed call pickup (DCP) allows you to answer a call ringing at another station.
   To perform a directed call pickup
2. Dial *35xxxx. If 111 is ringing, for example, dial *35111 to pick up that call.
3. Phones with BLFs to the ringing station can also press the corresponding BLF.
5. Directed Call Pickup
6. Directed call pickup (DCP) allows you to answer a call ringing at another station.
7. To perform a directed call pickup
8. Dial *35xxxx. If 111 is ringing, for example, dial *35111 to pick up that call.
9. Phones with BLFs to the ringing station can also press the corresponding BLF.
   

Directed Call Pickup

1. Directed call pickup (DCP) allows you to answer a call ringing at another station.
2. To perform a directed call pickup
3. Dial *35xxxx. If 111 is ringing, for example, dial *35111 to pick up that call.
4. Phones with BLFs to the ringing station can also press the corresponding BLF.

3-Way Conference

➣ To make a 3-way conference

1. Call or be called by the first participant in the conference.
2. Press the Conference key/softkey, and then dial the second participant.
3. After the second participant picks up, press Conference again to connect