How To: Use Zoom Phone

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This guide covers how to set up and use Zoom Phone at FSW. You'll find instructions for initial setup, making and receiving calls, voicemail, call handling, managing call queues, and more.

 


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Download and Sign Into the Zoom Desktop ClientInitial Zoom Phone SetupHow to Place and Receive a Phone CallUsing In-Call ControlsJoin your Department's Call QueueViewing Call History and RecordingsSetting Up Voicemail and Call RoutingManaging Voicemail MessagesSyncing Contacts and Calendar to Zoom PhoneContact Us

 


Download and Sign Into the Zoom Desktop Client


Before we can utilize Zoom Phone, we will need to install the Zoom Desktop Client and sign in. Please follow our Download Zoom and Sign-in with SSO instructions.

Once signed in, click the "Phone" tab to access Zoom Phone.

No Phone Tab? Please contact us.

 

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Initial Zoom Phone Setup


Once you have downloaded and logged into Zoom Phone, please watch Zoom Support's Initial Zoom Phone Setup video guide. This video explains how to set up and personalize your Zoom Phone account, covering initial configurations, managing settings, handling calls, and connecting your calendar and contacts for efficient calling.

Early in the video, Zoom Support will demonstrate a sign-in method. Do not sign in as shown. Instead, follow our Sign-in with SSO instructions.
Please note that Zoom Phone can only be accessed via the Zoom Desktop Client or smartphone app.

 

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How to Place and Receive a Phone Call


Placing a Call

For instructions on placing calls, please visit the "Making a Call" section of Zoom Support's guide.

With Zoom Phone, you can dial numbers directly without needing an access code (such as 9 or 81).

When you call 911, Zoom Phone shares your location based on the device and where you're calling from:

Zoom Desktop Client on FSW Workstation:
  • When on an FSW Campus, the location is automatically detected (building/floor)
  • When remote, the location is shared based on the address you manually entered in your Zoom settings. To update your emergency address, see the Initial Zoom Phone Setup video at 1:46.

Zoom Smartphone App:
  • Location depends on your cell carrier (Verizon, T-Mobile, AT&T, etc.)

 

Receiving a Call

For instructions on receiving calls, please visit the "Receiving a Call" section of Zoom Support's guide.

 

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Using In-Call Controls


For instructions on using in-call controls such as mute/unmute, keypad, hold/unhold, call transfer, recording, and more, please visit Zoom Support's Using In-Call Controls guide.

 

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Join your Department's Call Queue


For instructions on enabling or disabling calls from your department's call queue, please visit the "How to enable or disable calls from call queues" section of Zoom Support's guide.

Please be sure to toggle on the queues for your department so you can receive calls. Also, please remember to toggle them off when you're unavailable or at the end of the day, so calls are routed to another team member who can help.

 

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Viewing Call History and Recordings


For instructions on viewing your call history, filtering your calls, and managing your call recordings, please visit Zoom Support's Viewing Call History and Recordings guide.

 

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Setting Up Voicemail and Call Routing


Recording Your Voicemail Greeting

For instructions on recording and customizing your voicemail greeting using text-to-speech, uploading audio, or recording directly from your computer, please visit the "Set up voicemail" section of Zoom Support's guide.

 

Customizing Call Routing and Business Hours

To learn how to configure which devices ring, set custom business hours, handle holidays, and route unanswered calls to voicemail or other extensions, please watch Zoom Support's Call Handling video guide.

 

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Managing Voicemail Messages


For instructions on how to play, download, or delete your voicemail messages using the Zoom desktop client, mobile app, or web portal, please visit Zoom Support's Managing Voicemail Messages guide.

 

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Syncing Contacts and Calendar to Zoom Phone


Zoom Phone automatically contains all contacts in the FSW organization. To add your personal contacts and calendar from Microsoft Office 365, please visit the "How to set up calendar and contacts integration" section of Zoom Support's guide.

 

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Contact Us


If you are still having trouble with Zoom Phone after following the guide, please contact the IT Help Desk for further assistance.

 

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Details

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Article ID: 151773
Created
Tue 10/11/22 8:22 PM
Modified
Fri 3/13/26 12:44 PM

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