Polycom VVX 500 Series Training
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Polycom VVX 500 Series Training

Polycom VVX 500 Series Training

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Download this manual See also: Reference Manual, Owner's Manual
Polycom VVX 500 Series/600 Series Training
Fuze Training Department
Copyright 2018 Fuze, Inc. All rights reserved. Information in this document is subject
to change without notice. The software described in this document is furnished
under a license agreement or nondisclosure agreement. The software may be used or
copied only in accordance with the terms of those agreements. No part of this
publication may be reproduced, stored in a retrieval system, or transmitted in any
form or any means electronic or mechanical, including photocopying and recording
for any purpose other than the purchaser's personal use without the written
permission of Fuze, Inc. Fuze, Inc. 2 Copley Place, Suite 7000 Boston, MA 02116,
800.890.1553
1

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  • Page 1 Polycom VVX 500 Series/600 Series Training Fuze Training Department Copyright 2018 Fuze, Inc. All rights reserved. Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those agreements.
  • Page 2 Training Objectives After attending this training, users should have a basic understanding of: • Overview, layout, and available views of the Polycom VVX 500 Series/600 Series • Call features including placing, receiving, and managing calls • Setting up and accessing voicemail •...

  • Page 3: Phone Overview

    Phone Overview Overview The Polycom VVX 500 Series and 600 Series phones have a color LCD touch screen interface. This desk phone supports twelve line appearances (VVX 500 series) or sixteen line appearances (VVX 600 series) and high-definition (HD) voice on all audio paths. The device also has a number of function specific keys.
  • Page 4 • USB Ports: Enable the phone user to: • Attach a USB flash drive so the phone user can record calls, update the background picture on the phone, set up a screen saver, or use the phone as a digital picture frame •...
  • Page 5 • Dial pad: Enables the user to enter numbers, letters, and special characters • Speaker: Provides ringer and hands-free (speakerphone) audio output • Reversible tab: Secures the handset in the cradle when the phone stand is positioned at a high angle...
  • Page 7 • If call history is selected, all incoming, outgoing and missed calls will be displayed. A filter option will appear in the upper right corner of the display.

  • Page 8: Calls View

    Calls View • Default view while a call is active or on hold • Call status is indicated by color ‐ Dark green = Active call Active ‐ Dark blue = Incoming call Incoming ‐ Bright blue = Held call Held Copyright 2019, Fuze If the phone has more than one line, calls display under the associated line.
  • Page 9 Training Objectives After attending this training, users should have a basic understanding of: • Overview, layout, and available views of the Polycom VVX 500 Series/600 Series • Call features including placing, receiving, and managing calls • Setting up and accessing voicemail •...

  • Page 10: Placing Calls

    Placing Calls From either the Home view or Lines view dial the number to call, followed by: • Picking up the handset • Pressing the Headset • Pressing the Speakerphone Copyright 2019, Fuze Calls can be placed in these ways: •...

  • Page 11: Answering Incoming Calls

    Answering Incoming Calls Answer incoming calls by: • Picking up the handset • Tapping Answer • Pressing the Headset • Pressing the Speakerphone Copyright 2019, Fuze If already in handset, speakerphone, or headset mode, tap Answer and the phone automatically uses the mode that is currently selected.

  • Page 12: Rejecting Incoming Calls

    Rejecting Incoming Calls • Reject to stop the phone from ringing Rejected calls will be directed straight to voicemail Rejected calls display in the Recent Calls list Copyright 2019, Fuze...

  • Page 13: Forwarding Incoming Calls

    Forwarding Incoming Calls Forward allows an incoming call to be passed along to another number or extension without answering the call • Tap Forward, enter the number to forward the call to, and then tap Forward again There is a limited amount of time to enter the forwarding number Copyright 2019, Fuze...

  • Page 14: Ignoring Incoming Calls

    Ignoring Incoming Calls Ignore allows an incoming call to be silenced • Ignore to silence the ringer Phone will still display the incoming call, allowing the call to be answered If the call is not answered, it will be sent to voicemail at the end of the ring cycle Copyright 2019, Fuze The default ring time is 20 seconds.
  • Page 15 Transferring Calls Attended • Transfer to begin the process ‐ While performing a transfer the caller will be place on hold • Enter a number • Transfer as soon as a ring-back tone is heard or wait until after speaking to the recipient Cancel to cancel the transfer...
  • Page 16 Transferring Calls Blind Blind transfer allows the transfer of a call without talking to the recipient first • Transfer and then tap Blind • Enter a number to complete the transfer • The recipient will see the original caller’s Caller ID Copyright 2019, Fuze...

  • Page 17: Conferencing Calls

    Conferencing Calls A conference call can be created with up to two other people • From an active call, Tap More and then tap Confrnc ‐ The caller will be placed on hold • Enter the number and once the recipient answers, tap Confrnc to join them...

  • Page 18: Holding Conference Calls

    Holding Conference Calls When a conference call is placed on hold, all participants are on hold No one in a held conference call can hear other participants • Hold to place participants on hold • Resume to resume a held call Copyright 2019, Fuze •...

  • Page 19: Ending Conference Calls

    Ending Conference Calls • End Call to terminate participation in the conference call When End Call is tapped, call participants remain connected to each other Have callers hang up to fully terminate the conference call Copyright 2019, Fuze...
  • Page 20 Splitting Conferencing Calls • Split to terminate the conference and place the callers on hold Participants will not be able to speak to each other It is possible to toggle between each call privately Copyright 2019, Fuze From Lines or Calls view, press Split •...

  • Page 21: Forwarding All Calls

    Forwarding All Calls • Forward There are three distinct types of call forwarding ‐ Always forwards all incoming calls ‐ No Answer forwards all unanswered calls ‐ Busy forwards calls that arrive when already in a call • Enter the forwarding number and then press Enable soft key to turn feature on Copyright 2019, Fuze...
  • Page 22 Training Objectives After attending this training, users should have a basic understanding of: • Overview, layout, and available views of the Polycom VVX 500 Series/600 Series • Call features including placing, receiving, and managing calls • Setting up and accessing voicemail •...

  • Page 23: Setting Up And Accessing Voicemail

    Setting Up and Accessing Voicemail • Messages to access the Voicemail Message Center ‐ This is where voicemail is initially set up and can be configured at any time The phone will indicate when there is a new voicemail by: ‐...
  • Page 24 Training Objectives After attending this training, users should have a basic understanding of: • Overview, layout, and available views of the Polycom VVX 500 Series/600 Series • Call features including placing, receiving, and managing calls • Setting up and accessing voicemail •...

  • Page 25: Searching For A Contact

    Searching for a Contact • Directories from the Home view • Search and enter criteria in fields by triple-tapping text or tap to display the on-screen keyboard ﹘ Tap to backspace • Search when done • Tap the name, then tap the green extension button to call a contact To make a contact a favorite, tap Add To...

  • Page 26: Editing A Contact

    Editing a Contact • Tap the name after locating the contact • , amend relevant fields, then tap Save • to delete a contact from the directory If deleting, confirm if the contact should be deleted by responding with a Yes or No Copyright 2019, Fuze...

  • Page 27: Adding A Contact

    Adding a Contact • From Contact directory • Add relevant information to fields • Save to save contact Remove Index number to keep contact from appearing as a Favorite/Speed Dial Copyright 2019, Fuze...
  • Page 28 Training Objectives After attending this training, users should have a basic understanding of: • Overview, layout, and available views of the Polycom VVX 500 Series/600 Series • Call features including placing, receiving, and managing calls • Setting up and accessing voicemail •...
  • Page 29 Utilizing Do Not Disturb Do Not Disturb (DND) mutes the ring tone and sends all incoming calls to voicemail • Tap to enable Do Not Disturb icon will display in the status bar and to the left of the extension in lines view Calls received while is active are logged in the Recent Calls list...
  • Page 30 Utilizing a Buddy List A Buddy List is a list of speed dial users whose status can be monitored from the phone Buddy List options will allow a user to: ‐ Update presence status ‐ Set up and manage a buddy list ‐...
  • Page 31 Utilizing a Buddy List Monitor other people’s status by adding contacts to the Buddy list • Select a contact and tap Edit from the Contact Directory • Navigate to Watch Buddy and select Enable • Save Quick dial a buddy from the Lines view Copyright 2019, Fuze •...
  • Page 32 Setting Buddy List Status My Status displays the current status for other users to see The phone will automatically update status information when on a call Copyright 2019, Fuze When the status is updated on the phone, that new status is visible to others. It is possible to update the status to one of the following: •...
  • Page 33 • From the Idle Timeout screen, enable an office hours or off hours timeout period, and enter the number of minutes the phone can be idle before the status changes to Away...
  • Page 34 Utilizing Parking Call parking is the ability to put calls on hold on one phone and then be able to pick up that call from another phone • Tap on one of the available park line on the phone The call will go into the selected parking lot •...
  • Page 35 Utilizing Hoteling Hoteling allows users to move from phone to phone while maintaining the same configurations • Tap the Log in soft key • Enter User ID and Password • Tap the Log in soft key - User’s extension and settings will appear on the screen It is possible to sign out of a phone manually or automatically...
  • Page 36 Utilizing A Shared Extension A shared extension allows a user to have a secondary phone line displayed that would be shared with another user. Shared extension capabilities include park and pick-up calls on that line, answer and place calls from that line, as well as view call status.

  • Page 37: Managing Queues

    Managing Queues Queue calls will be presented with caller ID and name of queue Agents can use Custom Extensions (star codes) to login, pause, and logout out of the queue Custom Extensions are unique to each tenant. Fuze reserves some numbers for general use (voicemail, call monitoring, etc) Copyright 2018, Fuze...
  • Page 38 Up to 3 Expansion Modules can be attached to Polycom VVX 500 phone While sidecars are plug-and-play devices that are powered by the host Polycom VVX phone, Fuze must first enable the device for the customer in 40 multifunctional 28 multifunctional...
  • Page 39 Training Objectives After attending this training, users should have a basic understanding of: • Overview, layout and available views of the Polycom VVX 500 Series/600 Series • Call features including placing, receiving, and managing calls • Setting up and accessing voicemail •...
  • Page 40 The Message Center can only be accessed by dialing *123. False In Contact Directory, “Contact” field is the phone number. True While on DND mode, all calls will be directed to voicemail. True All Polycom VVX 500/600 models can use the Parking and Hotel features. True Copyright 2019, Fuze...
  • Page 41 Thank You!

This manual is also suitable for:

Vvx 600 series

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