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. Sign 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 also have a direct phone number, click the Caller ID drop-down menu to change what number you call from.
  5. Click the phone icon.

Receiving a Call

  1. Sign in to the Zoom client.
  2. During an incoming call, you'll see a pop-up notification with caller's name and number.
  3. Zoom Phone will display a pop-up notification depending on how the caller reached you:
    • Direct phone number: If the call dialed your direct phone number, you will see Call for followed by the phone number.
    • Company Number: If the caller dialed the company number and your extension number, you will see the caller's name and number. You will also see this notification if the call was routed through an interactive voice response (IVR) menu set up by your admin.
    • Call queue: If the call was routed through a call queue, you will see Call for followed by the call queue name.
  4. Click Decline or Accept. Clicking Decline will route the caller to your voicemail.
    Note: Clicking Decline will route the caller to your voicemail or disconnect the call depending on your settings (look for the drop-down menu called When not answered, calls will be).

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 the call to another number. You can also transfer the call to voicemail.
  • 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. Sign 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. Sign in to the Zoom app.
  2. During an incoming call, you'll see a notification with caller's name and number.
  3. Zoom Phone will display a pop-up notification depending on how the caller reached you:
    • Direct phone number: If the call dialed your direct phone number, you will see Call for followed by the phone number.
    • Company Number: If the caller dialed the company number and your extension number, you will see the caller's name and number. You will also see this notification if the call was routed through an interactive voice response (IVR) menu set up by your admin.
    • Call queue: If the call was routed through a call queue, you will see Call for followed by the call queue name.
  4. Click Decline or Accept.
    Note: Clicking Decline will route the caller to your voicemail or disconnect the call depending on your settings (look for the drop-down menu called When not answered, calls will be).

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 the call to another number.
  • 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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