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Zultys 55i Training
Basic Phone Functions




                                             The Brookfield Group
                                                   presentation for

                                   Indianapolis Gastroenterology and Hepatology




       Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Index

        Phone Function                                                                                 Slide #
        Place Call                                                                    4
        End Call                                                                      5
        Redial                                                                        6
        Add User to Conference Call                                                   7
        Leave Conference Call                                                         8
        Remove User from Conference Call                                              9
        Hold and Pickup                                                               10
        Transfer Call: Part 1                                                         11
        Transfer Call: Part 2                                                         12
        Send Incoming Call to Voicemail                                               13
        Mute Your End                                                                 14
        Forward Call                                                                  15
        Add Phone # to Directory                                                      16
        Place Call Using Directory                                                    17
        Voicemail Access                                                              18
        Set Voicemail Up                                                              19


          Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Introduction

Before Beginning, Understand:
 Multiple methods of performing many of this phone‟s functions
   This tutorial covers the most convenient and used methods
 When dialing a number for any reason (normal dial, conference add, transfer, etc.), you may dial
  either a full phone number (i.e. 555-5555) or the local extension of a phone within your office
  (i.e. 4002)
 when dialing a number for any reason (normal dial, conference add, transfer, etc.), the
  “Backspace” and “Cancel” options will appear as two of the different soft keys, but in different
  positions depending on the function being performed
   Pressing the “Backspace” key will delete one number at a time from the number you are
    currently dialing
   Pressing the “Cancel” key will cancel the function that you are currently attempting to perform
    and return you to the previous menu
         For instance, if you are in the process of entering a number that you wish to add to your
          conference call and you press cancel, you will return to the previous menu and the
          other user(s) connected to the conference call or pending conference call will be
          removed from the “hold” state and placed back into the “picked-up” state


             Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Place Call

To place either an internal or external call:

   1. Lift receiver or press
      “Speaker/Headset” button
                                                                                  1
   2. Dial desired external # or
      internal extension                                                                                                1

   3. Wait 3 seconds for call to
      begin OR press “Dial” button
                                                                                          3
      to begin call immediately




          Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
End Call

No matter how you answer a call, you can end it by performing any of the
following actions:

   Hang the phone up on the cradle (be sure that the earpiece depresses
     the button in the well of the cradle)

   Press the “Goodbye” button                                                     

   Press the “Drop” button
                                                                                               

                                                                                            




           Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Redial

To redial a # previously called or received:

   1. Lift receiver or press
      “Speaker/Headset” button
                                                                                      1
   2. Press “Redial” button
     a. Optional: Press the “Up Arrow” or                                                             3

         “Down Arrow” buttons to browse
                                                                                                                        2a
         available past numbers
                                                                                                  2
   3. Press “Dial” button




          Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Add Users to Conference Call

To add users to a conference call while already connected to another phone #:

  1.   Press the “Conf” button
  2.   Enter the phone number that you wish to
       add to the conference call                                                                                           3 2
                                                                                   1
        a.    Optional: Press the “Redial”
                                                                                                                                  2a
              button and use the arrow buttons                                                                             2a
              to locate the number that you wish
              to call, as described in the “Redial”
              section of this tutorial
  3.   Press the “Dial” button
                                                                                  4
  4.   Once connected to the user at the
       number you just dialed, press the “Conf”
       button to connect all three numbers


             Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Leave Conference Call

You can disconnect yourself from a conference call by performing any of the
following actions:

   Hang the phone up on the cradle (be sure that the earpiece depresses
     the button in the well of the cradle)

   Press the “Goodbye” button                                                    
   Press the “Leave” button
                                                                                                

                                                                                            




         Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Remove User From Conference Call

You can disconnect another number connected to a conference call by
performing the following actions:


  1. Use the arrow keys to select the number that you wish to disconnect
     from the conference call
  2. Press the “Drop” button


                                                                                                                           2

                                                                                                                       1




         Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Hold and Pickup

Hold and Pickup Basics

  1. You can place a call on hold by pressing the “Hold” button
  2. You can return to the held call by pressing the “Pickup” button




                                                                                               2


                            1




         Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Transfer Call: Part 1

  IF you want to speak with the person to whom you are transferring the call:
1. Press the “Xfer” button (this will place the
   currently-connected phone # on hold)
2. Enter the phone number that you wish to add to
   the conference call                                                                                                                2
       a.   Optional: Press the “Redial” button and                                                                               3
                                                                                1
            use the arrow buttons to locate the
            number that you wish to call, as described                                                                                    2a
                                                                                                                                 2a
            in the “Redial” section of this tutorial
3. Press the “Dial” button
4. Speak with the user at the transfer #                                6
5. When ready to connect the two users, press, the
   “Xfer” button
                                                                                5
6. You may now hang the receiver up
       a.   No further action is necessary after
            pressing “Xfer” in step 5 if you were on
            speaker
                   Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Transfer Call: Part 2


IF you want to simply transfer the current call to another number without
speaking to the user on the end of the number to which you are transferring it,
then you can perform the following actions (note that this option is not available
if you use the redial function to locate the # to connect to):
   1.   Press the “Xfer” button (this will place
        the currently-connected phone # on
        hold)                                                                                        1
   2.   Enter the phone number that you wish
        to add to the conference call
   3.   Press the “Xfer” button
   4.   You may now hang the receiver up
         a.     No further action is necessary                                       2
                                                                                3
                after pressing “Xfer” in step 3 if
                you were on speaker




                Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Send Incoming Call to Voicemail

To send an incoming call directly to voicemail:

    When the phone rings, press the “Goodbye” button




                                                    




          Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Mute Your End

To mute your end:

   press the “Mute” button




                                                                                                   

         Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Forward Call

To set call forwarding up, perform the following actions:
  1.   Press the “Options” button
  2.   While option 1 is selected, press the “Right”
       arrow button
  3.   Use the “Up” and “Down” arrow buttons to
       select the type of call forwarding that you want
       to set up
  4.   While the option corresponding to the type of
                                                                          1                                         2     34
       call forwarding that you want to set up is
       selected, press the “Right” button
  5.   While the “State” option is selected, press the
       “Right” arrow button to set the state to “On”
  6.   Press the “Down” arrow button to select the                                                                             8
       “Number” option                                                            6 5
                                                                                                                7
  7.   Enter the number to which you want the
       selected type of calls to be forwarded
  8.   Press the “Done” button




            Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Add Phone # to Directory

To add a phone # to your phone’s directory:

  1.    Press the “Directory” button
  2.    Press the “Add New” button
  3.    Enter the name associated with the phone
                                                                                1                                          3
        # that you wish to add
                                                                                2
       a.   Note that you may press the button that
            says either “123,” “abc,” or “ABC” in
            order to change the type of characters                                                         6 5
            available for entry                                                         4
  4.    Press the “Down” arrow button
  5.    Enter the phone # that you wish to add
  6.    Press the “Save” button




             Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Place Call Using Directory

To place a call from your phone directory:

  1. Press the “Directory” button
  2. Use the “Up” and “Down”
                                                                                        1
      arrow buttons to select the
      number that you wish to call
  3. Press the “Dial” button to call                                                     3

      from speaker, or lift the
                                                                                                                 2
      receiver to call from the
      receiver




         Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Voicemail Access

To gain access to your voicemail box:

  1. Press the “Voicemail” button
  2. Enter your voicemail password                                                                                     1
      (default: “1234”) + „#‟
  3. If asked for your mailbox #,
      enter your extension number
      (i.e. “4002”)




         Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
Set Voicemail Up

To set your voicemail box up:

  1. follow the steps in the “Voicemail access” section of this tutorial
  2. Follow the directions issued by the phone robot lady




         Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.

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Zultys 55i Training Presentation

  • 1. Zultys 55i Training Basic Phone Functions The Brookfield Group presentation for Indianapolis Gastroenterology and Hepatology Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 2. Index Phone Function Slide # Place Call 4 End Call 5 Redial 6 Add User to Conference Call 7 Leave Conference Call 8 Remove User from Conference Call 9 Hold and Pickup 10 Transfer Call: Part 1 11 Transfer Call: Part 2 12 Send Incoming Call to Voicemail 13 Mute Your End 14 Forward Call 15 Add Phone # to Directory 16 Place Call Using Directory 17 Voicemail Access 18 Set Voicemail Up 19 Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 3. Introduction Before Beginning, Understand:  Multiple methods of performing many of this phone‟s functions  This tutorial covers the most convenient and used methods  When dialing a number for any reason (normal dial, conference add, transfer, etc.), you may dial either a full phone number (i.e. 555-5555) or the local extension of a phone within your office (i.e. 4002)  when dialing a number for any reason (normal dial, conference add, transfer, etc.), the “Backspace” and “Cancel” options will appear as two of the different soft keys, but in different positions depending on the function being performed  Pressing the “Backspace” key will delete one number at a time from the number you are currently dialing  Pressing the “Cancel” key will cancel the function that you are currently attempting to perform and return you to the previous menu  For instance, if you are in the process of entering a number that you wish to add to your conference call and you press cancel, you will return to the previous menu and the other user(s) connected to the conference call or pending conference call will be removed from the “hold” state and placed back into the “picked-up” state Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 4. Place Call To place either an internal or external call: 1. Lift receiver or press “Speaker/Headset” button 1 2. Dial desired external # or internal extension 1 3. Wait 3 seconds for call to begin OR press “Dial” button 3 to begin call immediately Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 5. End Call No matter how you answer a call, you can end it by performing any of the following actions:  Hang the phone up on the cradle (be sure that the earpiece depresses the button in the well of the cradle)  Press the “Goodbye” button   Press the “Drop” button   Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 6. Redial To redial a # previously called or received: 1. Lift receiver or press “Speaker/Headset” button 1 2. Press “Redial” button a. Optional: Press the “Up Arrow” or 3 “Down Arrow” buttons to browse 2a available past numbers 2 3. Press “Dial” button Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 7. Add Users to Conference Call To add users to a conference call while already connected to another phone #: 1. Press the “Conf” button 2. Enter the phone number that you wish to add to the conference call 3 2 1 a. Optional: Press the “Redial” 2a button and use the arrow buttons 2a to locate the number that you wish to call, as described in the “Redial” section of this tutorial 3. Press the “Dial” button 4 4. Once connected to the user at the number you just dialed, press the “Conf” button to connect all three numbers Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 8. Leave Conference Call You can disconnect yourself from a conference call by performing any of the following actions:  Hang the phone up on the cradle (be sure that the earpiece depresses the button in the well of the cradle)  Press the “Goodbye” button   Press the “Leave” button   Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 9. Remove User From Conference Call You can disconnect another number connected to a conference call by performing the following actions: 1. Use the arrow keys to select the number that you wish to disconnect from the conference call 2. Press the “Drop” button 2 1 Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 10. Hold and Pickup Hold and Pickup Basics 1. You can place a call on hold by pressing the “Hold” button 2. You can return to the held call by pressing the “Pickup” button 2 1 Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 11. Transfer Call: Part 1 IF you want to speak with the person to whom you are transferring the call: 1. Press the “Xfer” button (this will place the currently-connected phone # on hold) 2. Enter the phone number that you wish to add to the conference call 2 a. Optional: Press the “Redial” button and 3 1 use the arrow buttons to locate the number that you wish to call, as described 2a 2a in the “Redial” section of this tutorial 3. Press the “Dial” button 4. Speak with the user at the transfer # 6 5. When ready to connect the two users, press, the “Xfer” button 5 6. You may now hang the receiver up a. No further action is necessary after pressing “Xfer” in step 5 if you were on speaker Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 12. Transfer Call: Part 2 IF you want to simply transfer the current call to another number without speaking to the user on the end of the number to which you are transferring it, then you can perform the following actions (note that this option is not available if you use the redial function to locate the # to connect to): 1. Press the “Xfer” button (this will place the currently-connected phone # on hold) 1 2. Enter the phone number that you wish to add to the conference call 3. Press the “Xfer” button 4. You may now hang the receiver up a. No further action is necessary 2 3 after pressing “Xfer” in step 3 if you were on speaker Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 13. Send Incoming Call to Voicemail To send an incoming call directly to voicemail:  When the phone rings, press the “Goodbye” button  Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 14. Mute Your End To mute your end:  press the “Mute” button  Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 15. Forward Call To set call forwarding up, perform the following actions: 1. Press the “Options” button 2. While option 1 is selected, press the “Right” arrow button 3. Use the “Up” and “Down” arrow buttons to select the type of call forwarding that you want to set up 4. While the option corresponding to the type of 1 2 34 call forwarding that you want to set up is selected, press the “Right” button 5. While the “State” option is selected, press the “Right” arrow button to set the state to “On” 6. Press the “Down” arrow button to select the 8 “Number” option 6 5 7 7. Enter the number to which you want the selected type of calls to be forwarded 8. Press the “Done” button Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 16. Add Phone # to Directory To add a phone # to your phone’s directory: 1. Press the “Directory” button 2. Press the “Add New” button 3. Enter the name associated with the phone 1 3 # that you wish to add 2 a. Note that you may press the button that says either “123,” “abc,” or “ABC” in order to change the type of characters 6 5 available for entry 4 4. Press the “Down” arrow button 5. Enter the phone # that you wish to add 6. Press the “Save” button Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 17. Place Call Using Directory To place a call from your phone directory: 1. Press the “Directory” button 2. Use the “Up” and “Down” 1 arrow buttons to select the number that you wish to call 3. Press the “Dial” button to call 3 from speaker, or lift the 2 receiver to call from the receiver Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 18. Voicemail Access To gain access to your voicemail box: 1. Press the “Voicemail” button 2. Enter your voicemail password 1 (default: “1234”) + „#‟ 3. If asked for your mailbox #, enter your extension number (i.e. “4002”) Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.
  • 19. Set Voicemail Up To set your voicemail box up: 1. follow the steps in the “Voicemail access” section of this tutorial 2. Follow the directions issued by the phone robot lady Copyright ©2012 The Brookfield Group & Indianapolis Gastroenterology and Hepatatology. All rights reserved.