Quick Tips for Poly CCX Business Media Phones with Zoom
3725-49751-001A | Zoom Software 5.12.0 | October 2022
These Quick Tips apply to Poly CCX 600 and
CCX 700 business media phones running Zoom
software.
Signing In and Out
Sign in to your Zoom account to use your phone.
Placing Calls
Direct dial a phone number, call a contact, or
view recent and missed calls.
Dial a Phone Number
1 Do one of the following:
Pick up the handset.
Press the headset or speakerphone
icon on the phone.
2 Select Keypad .
Sign In to Your Phone
1 Select Sign In.
2 Enter your email and password.
3 Select Sign In.
Sign In Using a Web Browser
Call a Contact
1 Select Sign In.
2 In a web browser, enter the given URL.
3 Enter the code.
4 Select Sign In.
Sign Out
» Select More > Sign Out.
For more information about setting up and using the system, refer to the Support pages at support.poly.com
» Do one of the following:
From the History tab, select Call
next to the contact’s name.
From the Contacts tab, select Call
next to the contact. If necessary,
select Search to look up a
contact.
3 Ent
er a phone number.
4 Select Call .
Put a Call on Hold
» In a call, select Hold .
Transferring Calls
Parking Calls
Calendar and Meetings
Transfer calls to a contact using the direct, warm,
or voicemail transfer option.
Direct Transfer
1 In a call, select Transfer .
2 Select the Direct transfer option.
3 Search for and select a contact.
The call transfers to the contact.
Warm Transfer
1 In a call, select Transfer .
2 Select the Warm transfer option.
3 Do one of the following:
Search for and select the contact.
Dial out by entering a number in the
search bar.
The current call is placed on hold.
4 A new call is placed to the contact or
number. When the call connects, confirm
the person wants to receive the call.
5 Select Transfer .
A transfer successful message appears.
Voicemail Transfer
1 In a call, select Transfer .
2 Select the Voicemail transfer option.
3 Search for and select a contact.
The call transfers to the contact’s voicemail.
Park a call and pick up a parked call (if enabled).
Park a Call
1 In a call, select More Options .
2 Select Park Call (P).
The call is placed on hold.
Pick Up a Parked Call
1 On the Lines screen, select the PARKED
drop-down menu.
2 Select the call that you want to resume .
Join Zoom meetings or view information from the
Home screen.
Join a Meeting
A meeting notification displays on the phone 5
minutes before a meeting starts. You can join a
scheduled meeting from the calendar or the
meeting reminder.
» Do one of the following:
To immediately join the next
upcoming meeting, select Start.
Select the meeting title and select
Start to Join.
Schedule a Meeting
To schedule a meeting, go to the Zoom web
portal.
© 2022 Poly. All trademarks are the property of their respective owners.
© 2022 Poly. All trademarks are the property of their respective owners.
View Meeting Details
» From the Home screen, select a meeting.
Meeting details include the time, meeting
ID, and host.
Invite a Participant During a Meeting
1 In a meeting, select More > Manage
Participants > Invite.
2 Search for and select a contact.
The contact receives a request to join the
meeting.
Mute Your Microphone
» Do one of the following:
In a meeting, select Mute .
Voicemail
Check your voicemail from the Voicemail screen.
If enabled, the desk phone also transcribes your
voicemail message.
Press Mute on the phone.
Presence Status
Set your Zoom status from the phone.
Change Your Presence Status
1 Under Lines, select your profile image.
2 Selec
t a new status from the list.
Check Your Voicemail
1 Select Voicemail .
2 Select a message from the list.
3 Do one of the following:
Read the transcribed message.
Select Play .
Getting Help
Visit Poly Support for help setting up and using
your phone.
Zoom Help
For more information, see the Zoom Phone
Appliance User Guide.
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