Equity & Help Inc

How to make a call

Note:

• If you dial a number without the area code, Zoom Phone will use the default area code set in your Zoom Phone settings.
• While in a call, your in-call status will be synced with the Zoom desktop client and mobile app. Your Zoom contacts will be able to see that you're in a call.
• If calling an international number, make sure that Zoom Phone supports outbound dialing to that number.
• To make your desk phone automatically call a number after dialing, your Zoom Phone admin needs to set up a digit map / dial plan using a provision template. 
• Change your line key settings to set your default outbound caller ID for desk phones and customize the appearance of line keys.

To make an outbound call using the handset:

1. Pick up the phone's headset.
2. (Optional) If you have multiple lines, select a line for the call:
   • T4 series with physical line keys: Press a line key.
   • T4/T5 series with a touch screen: Tap a line key (located on the left or right side of screen).
3. Dial a number using the phone's physical or on-screen dial pad. You can also enter a name or extension number to search your organization's directory of Zoom Phone users.
   Note: Search results may take a few seconds to appear.
4. Press Send.

To make a call using the speakerphone:

1. Press the speakerphone button (usually located in the bottom-right corner of the phone).
   
2. (Optional) If you have multiple lines, select a line for the call:
   • T4 series with physical line keys: Press a line key.
   • T4/T5 series with a touch screen: Tap a line key (located on the left or right side of screen).
3. Dial a number using the phone's physical or on-screen dial pad. You can also enter a name or extension number to search your organization's directory of Zoom Phone users.
   Note: Search results may take a few seconds to appear.
4. Press Send.

How to receive a call

During an incoming call, you will see a call notification with the caller ID name and number. The call notification on Yealink phones appear the same regardless of whether the call was routed through your direct phone number, main company number, or a call queue you're a member of.

Note:

• The Zoom desktop client and mobile app display more detailed incoming call notifications so you can identify calls to a direct number, company number, or call queue.
• While in a call, your in-call status will be synced with the Zoom desktop client and mobile app. Your Zoom contacts will be able to see that you're in a call.

T4 series without touchscreen

T4 series with a touchscreen

T5 series with a touchscreen

How to place a call on hold

T4 series without touchscreen

1. While in a call, press Hold or press the hold button .
2. Press Resume or press the hold button to resume the call.

T4 series with a touchscreen

1. While in a call, tap Hold on the touchscreen or press the hold button .
2. Tap Resume on the touchscreen or press the hold button to resume the call.

T5 series with a touchscreen

1. While in a call, tap Hold on the touchscreen or press the Hold button .
2. Tap Resume on the touchscreen or press the hold button to resume the call.

How to transfer a call

T4 series without touchscreen

1. While in a call, press Transfer or press the transfer button .
2. Dial the number you want to transfer to. To transfer to an internal Zoom Phone user, dial their extension number.
   
3. Choose a transfer method:
   • Blind transfer: Press B Transfer to immediately transfer the call and hang up.
   • Warm transfer: Press Send to place the call on hold while you complete the transfer. This option is useful if you need to navigate an automated answering machine for the caller or if you want to speak to the receiving party before your call is transferred. Tap Transfer to complete the transfer.
     

T4 series with a touchscreen

1. While in a call, tap Transfer or press the transfer button .
2. Dial the number you want to transfer to. To transfer to an internal Zoom Phone user, dial their extension number.
   
3. Choose a transfer method:
   • Warm transfer: Tap Send to place the call on hold while you complete the transfer. This option is useful if you need to navigate an automated answering machine for the caller or if you want to speak to the receiving party before your call is transferred. Tap Transfer to complete the transfer.
     
   • Blind transfer: Tap B Transfer to immediately transfer the call and hang up.

T5 series with a touchscreen

1. While in a call, tap Transfer or press the transfer button .
2. Dial the number you want to transfer to. To transfer to an internal Zoom Phone user, dial their extension number.
3. Tap Transfer and choose a transfer method:
    
   • Warm transfer: Tap Send to place the call on hold while you complete the transfer. This option is useful if you need to navigate an automated answering machine for the caller or if you want to speak to the receiving party before your call is transferred. Tap Transfer to complete the transfer.
     
   • Blind transfer: Tap Transfer to immediately transfer the call and hang up.

How to start a three-way call

1. Make a call.
2. Tap or press Conference.
    The current call will be placed on hold.
3. Enter or select number that you want to add to the call, then tap or press Conference.
    A new call will start.
4. Tap or press Conference to merge the two calls in to a three-way call.

How to view call history

T4 series without touchscreen

1. Press the History button.
   
2. Use the directional pad to navigate call history.
3. Press Send to call back.

T4 series with a touchscreen

1. Tap History on the home screen.
   
2. Use the directional pad or touchscreen to navigate call history.
3. Tap the caller ID name or number to call back.

T5 series with a touchscreen

1. Tap the call history icon on the home screen.
2. Use the touchscreen to navigate call history.
3. Tap the caller ID name or number to call back.

How to check voicemail

Note: If you have to access a shared voicemail inbox, you can play them using your desk phone, but you can't identify if the message is from a shared inbox. Use the Zoom desktop client, mobile app, or web portal to identify if the message is from a shared inbox.

1. Access the voicemail message center:
   • Press the Message button  on the device.
   • Alternatively, you can dial and call *86 on your desk phone access the voicemail center.
2. When prompted, dial your voicemail PIN followed by #.
3. Press one of these keys:

1. Note: You can also record a voicemail greeting in the Zoom web portal.
2. Follow the audio prompts to manage your voicemails.

How to set status to DND (do not disturb)

You can set your phone's status to DND (do not disturb) if you want to block all incoming call notifications to your desk phone.

Note:

• The DND status only applies to the phone you set it on. This status does not sync on other desk phones assigned to you or the Zoom desktop client or mobile app.
• Setting status to DND will disable all on-screen and sound notifications for inbound calls.

T4 series without touchscreen

1. Press the DND button on the home screen.
   You will see this icon at the top of the screen: .
2. Press the same button to reset your status.

T4 series with a touchscreen

1. Tap the DND button on the home screen.
   You will see this icon at the top of the screen: .
2. Tap the same button to reset your status.

T5 series with a touchscreen

1. Swipe down from the top of the screen and tap DND.
   You will see this icon at the top of the screen: .
2. Repeat the previous steps to remove the status.

How to use line keys

You will see multiple lines on your phone in these scenarios:

• You have more than one direct phone number.
• You're assigned to make and receive calls on behalf of another user (you're the delegate as part of a call delegation setup).
• You're a member of a shared line group.

Line key labels

Note: You can customize your line keys to change their labels and order. By default, line keys are labelled differently depending on the number of direct numbers or shared lines:

• If you only have one direct number or don't have a direct number, the line key label will display your name.
• If you have more than one direct number, the line keys will display the number.
• If you have call delegation, see our call delegation guide for desk phones to learn more.

Selecting a line before making a call

1. Select a line:
   • T4 and T5 series with a touchscreen: Tap the line key on the phone's home screen. 
   • T4 series without a touchscreen: Press the physical line key on the phone. The line key light turns solid green to indicate you're using it.
2. Pick up the phone's headset, or press the speakerphone button (usually located in the bottom-right corner of the phone).
   
3. Dial a number using the physical or on-screen dial pad.
4. Press or tap Send.