Making and Receiving Calls Follow

Overview

If you have Zoom Phone activated on your account, you can use Zoom for making and receiving calls. While in a call, you can record the call, add another person to the call, or transfer the call to another number.

Prerequisites

  • Zoom desktop client for Mac or PC
  • Zoom mobile app for iOS or Android
  • Zoom Phone license 

Making a Call

  1. Log in to the Zoom client.
  2. Click the Phone icon.
  3. Dial a number using the on-screen or keyboard number pad. Alternatively, type a name or number above the dial pad to search through your contacts.
  4. If you have a direct number and main company number, click the Caller ID drop-down menu to change what number you call from.
  5. Click the phone icon.

Receiving a Call

  1. Log in to the Zoom client.
  2. During an incoming call, you'll see a pop-up notification with caller's name and number.
  3. Click Decline or Accept. Clicking Decline will route the caller to your voicemail.

Using In-Call Controls

During a call, you can click the following in-call controls:

  • Mute: Mute your mic.
  • Keypad: Display a dialpad to enter numbers during the call. For example, to select an option during an automated answering machine or to enter an extension number.
  • Audio: Open audio settings and change the volume of your speaker or mic.
  • Add Call: Display a dialpad to enter a number and add another person to the call (three-way call). Each person will remain on a separate line. Click their name or number to switch between each person.

    To merge the calls and enable three-way calling, click the merge icon and click the person or number to merge with.
  • Hold: Place the call on hold. The receiving party will hear background music while they're on hold.
  • Transfer: Transfer your call to another number.

    After entering a number, click the transfer button then select one of two transfer options:
    • Warm Transfer: Places your 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 to them. While your call is on hold, click Complete Transfer to transfer the call and hang up your phone. Click Cancel Transfer if you want to cancel the assisted transfer and return to the original call.

      While in a warm transfer, you can use these call functions:
      • Click Hold to place the call on hold. The receiving party will hear background music while they're on hold.
      • Click Record to start or stop recording the call. The Record button will blink red to during recording. The caller will hear an automated voice message notifying them that a recording has started or ended. Playback and manage your recordings from the desktop client, mobile app, or web portal.
    • Blind Transfer: Transfers the call to the number and immediately hangs up your call.
  • Record: Start or stop recording the call. The Record button will blink red to during recording. The caller will hear an automated voice message notifying them that a recording has started or ended. Playback and manage your recordings from the desktop client, mobile app, or web portal.
  • MeetSwitch the call to a Zoom meeting.

 

Making a Call

  1. Log in to the Zoom app.
  2. Tap the Phone icon.
  3. Dial a number using the on-screen number pad. You can also tap the contacts icon  to search your contacts directory. Tap on a contact to call them.
  4. If you have a direct number and main company number, click the Caller ID drop-down menu to change what number you call from.
  5. Tap the phone icon to place the call.

Receiving a Call

  1. Log in to the Zoom app.
  2. During an incoming call, you'll see a notification with caller's name and number.
  3. Click Decline or Accept. Clicking Decline will route the caller to your voicemail.

Using In-Call Controls

During a call, you can tap the following in-call controls:

  • Mute: Mute your phone's mic.
  • Keypad: Display a dialpad to enter numbers during the call. For example, to select an option during an automated answering machine or to enter an extension number.
  • Speaker: Turn on the speaker phone. If you want to just turn up the call volume, use the volume buttons on your phone.
  • Add Call: Display a dialpad to enter a number and add another person to the call (three-way call). Each person will remain on a separate line. Click their name or number to switch between each person.

    To merge the calls and enable three-way calling, click the merge icon and click the person or number to merge with.
  • Hold: Place the call on hold. The receiving party will hear background music while they're on hold.
  • Transfer: Transfer your call to another number. Enter a number or tap the contact icon  to transfer to a number in your contacts directory.

    After entering a number, click the transfer button then select one of two transfer options:
    • Warm Transfer: Places your 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 to them. While your call is on hold, Tap Complete Transfer to transfer the call and hang up your phone. Tap Cancel Transfer if you want to cancel the assisted transfer and return to the original call.

      While in a warm transfer, you can use these call functions:
      • Tap Hold to place the call on hold. The receiving party will hear background music while they're on hold.
      • Tap Record to start or stop recording the call. The Record button will blink red to during recording. The caller will hear an automated voice message notifying them that a recording has started or ended. Playback and manage your recordings from the desktop client, mobile app, or web portal.
    • Blind Transfer: Transfers the call to the number and immediately hangs up your call.
  • Record: Start or stop recording the call. The Record button will blink red to during recording. The caller will hear an automated voice message notifying them that a recording has started or ended. Playback and manage your recordings from the desktop client, mobile app, or web portal.
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