Zoom Workplace Softphone Essential Functions

Information

 This document provides information on using the Zoom Workplace software for phone services. Zoom App mobile features are similar to the Zoom Workplace software.

 

Environment

  • Zoom Workplace Software

 

Functions

Call Forward

  1. Navigate to grcc.zoom.us
  2. Login using MyGRCC Credentials
  3. Click My Account
  4. Click Personal
  5. Click Phone
  6. Under Business Hours:
    1. Optional: Click the Edit button in the Call Handling section.
    2. Turn off all 3 sliders so that calls will be forwarded immediately.
    3. Click Save.
  7. Select Forward to Another Extension, Forward to an External Contact, or Forward to External Number, under When a Call is Not Answered.
  8. Enter the desired number and a description.
    1. For external numbers, check the acknowledgment box for calls forwarded to the PSTN.
  9. Click Save.
  10. If needed, repeat these steps for Closed Hours.
  11. To turn off forwarding, enable the 3 call handling options and change “When a Call Is Not Answered” back to “Forward to voicemail/videomail”.

View Call History

  1. Click on the History tab in the Phone section of Zoom Workplace.

Conference Call

  1. Click Add Call (this option only appears if you are on an active call)
  2. Dial the name or number to add to the conference call.

Directory

  • Above the dialpad, type the name of a person in Zoom Phone when making a call.
  • To search the entire directory, go to More -> Contacts in Zoom Workplace.

Do Not Disturb

  1. In Zoom Workplace, click on your Profile Picture.
  2. Hover over your current status.
  3. Hover over Do Not Disturb.
  4. Select the amount of time to keep this status.
  5. Optional: add a status message (just below status).
  6. To turn Do Not Disturb off before the timer expires, select another status (repeat steps 1-3 above, selecting a different status for step 3).

Hold

  • Press the Hold key while on a call.
  • Press Unhold to resume the call.

Log in and Out of Call Queues

Set Up Voicemail