Quick start guide for using Zoom Phone
Last Updated:
This quick guide helps Zoom Phone users quickly make a phone call, send SMS, check voicemails and change their voicemail greetings.
This article covers:
- How to make a call
- How to transfer a call
- How to change a call to a meeting
- How to send and receive an SMS
- How to check your voicemail
- How to change your voicemail greeting
- Additional information to get you started
How to make a call
- In the Zoom desktop client or mobile app, click the Phone
tab.
- Enter a name, number or extension.
- Click the blue phone icon
.
How to transfer a call
- While on a call, click Transfer.
- Enter the name of the person to transfer to.
- Click the blue transfer button
.
- Select the transfer method.
How to change a call to a meeting
- While in a phone call, click Meet
.
The meeting will transfer to an instant Zoom Meeting.
How to send and receive an SMS
- In the Zoom desktop client or mobile app, click the Phone tab
.
- Click SMS.
- Click the pencil icon
.
- On the top, enter the phone number.
- At the bottom, enter your message then press Enter on your keyboard.
How to check your voicemail
- In the Zoom desktop client or mobile app, click the Phone tab
.
- Click Voicemail.
- Locate the voicemail you want to listen to, and press Play
.
How to change your voicemail greeting
- Sign in to the Zoom web portal.
- In the navigation menu, click Phone, then click Settings.
- In Call Handling, click Audio Library.
- Click Add Audio.
- Record a new greeting or Upload a file.
Additional information to get you started
- You can find more information to get you started as a user.
- If you are the owner of the account, you can start your initial Zoom Phone system setup and follow these instructions for more in-depth setup.
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