Eric Kelsey

Class Outline:1) Phone Features2) Call Communicator3) Call Handling Modes and Call Forwarding

What’s in it for me?

The goal of this class is to give you a brief overview of the ShoreTel System and provide you with time-saving tools to make communication easier.

For some of you, this will be information overload! If something that we cover is less than clear, please…

ASK QUESTIONS!!!

Audio Control KeysVolume button controls handset,headset, speaker, and ring volume.Mute, Speaker, and Headset buttonsilluminate when functions are active.

Programmable callappearance buttonsEight custom buttons withtri-color LED indicatorsshow active, incoming, andon-hold calls.

Soft KeysContext-sensitive,functions definedin display area.

Function KeysPerform coretelephony functions:Voicemail, Directory,History, Transfer,Conference, Hold

Navigation key pad/selector button Lets you select options in theinterface.

Indicator LEDFlashing light alerts you to incoming calls andunheard voice messages.

Placing Calls• Dial Extension

• Use Directory– Scroll using navigation pad

and selector button– Filter

You can filter by first name, last name, or extension.

– Dial Soft Key to dial selected extension

– Exit Soft Key to return to main display

• Dial 9 first to place external call

Incoming Call

• Answer– Lift Handset– Answer Soft Key – Speaker Button– Headset Button

• Send to Voice Mail (VM)– To VM Soft Key– Press Voice Mail button– Press #

• Call Diversion– Transfer, Extension, Transfer

Re-dialing and Checking Missed Calls

• To view a list of recently dialed, received, and missed calls– Press HISTORY function key– Use the Navigation Pad key to scroll a list of calls– Press the Selector Pad or Dial soft key to dial a call

• Press More Soft Key– This will give you certain options:

Delete Soft Key: delete individual history itemsFilter Soft Key: Sort by To, From, and Missed Calls

Transferring Calls• Press Transfer Function Key. This places the caller

on hold immediately.

• Dial the number OR use the directory

– Blind Transfer Hang Up or Press the Transfer soft key

– Consultative Transfer – Preferred Method Press Consult soft key to talk to the Recipient

Press Yes soft key OR hang up to complete the transfer

Press Cancel soft key to return to the call

– Send to Recipient’s Voice Mailbox Press More soft key Press To MB soft keyPress Intcom soft key

Conferencing Calls

Press Conference Function Key to start – this puts the first party on hold

• Blind Conference – move party directly into conference– Press Conference soft key to ring the party directly into the

conference

• Consultative Conference – allows discussion before joining the conference– Press Consult soft key to speak with the recipient before

ringing them into the conferencePress Yes soft key to completePress Cancel soft key to return to a two party call

After a conference is established

• Press Show soft key to display all conferenced parties– To Disconnect a Caller scroll to the party and press the

Drop soft key

Pickup

Pickup• Pressing the Pickup soft key on your screen

will allow you to answer a ringing phone. To complete a call pickup:– Press Pickup. – Dial Extension– Press Pickup

Park

Park• The Park soft key on your idle screen allows you to place a

call on hold at another extension. During your active call:– Press Park– Dial Extension– Press Park

Unpark

Unpark• The Unpark soft key on your idle screen allows

to bring a call that is on hold to your extension– Press Unpark– Dial extension where call is currently on hold– Press Unpark

Voice Mail

Initial Set-Up

• Password: 1234

• At first log-in, change to new 4 to 6 digit code

• Record first AND last name

Voice Mail

To Check Voice Mail:

• From your phone:– Press # to access

Voice Mail systemEnter PasswordThen #

– Press Voice Mail key for Visual VM

Visual Voice Mail• Visual VM Window– Press Voice Mail key to

access– Enter Password

Press Play Soft Key to listen to message

Press Call Back Soft Key to call sender directly

To save or show saved messages, press More Soft Key

To delete, press Delete Soft Ket

And now for the fun part…