Optima Phone System
Polycom Phone User Quick Reference Guide
Important Notes
1. No need to dial “9” to get an outside line. Just dial the number you want to call.
Placing a call
1. Pick up the handset, and then proceed to dial the number (4 digit internal extension or 10 digit external).
OR 2. You can also use the 'New Call' button.
Press the “Speaker Phone” button, and then proceed to dial the number. You can also use your pre-set
OR speed dial located on the soft keys and in your contact directory.
Dial the number on your phone then press the “Dial” soft key. The call will automatically be placed as a speaker phone call; you can then pick up the handset for a handset call.
Receiving a call
Pick up the handset.
OR
Press the “Speaker Phone” button
OR
Press the “Answer Call” soft key
Ending a Call
Replace handset onto the phone.
OR
Pressing the “Speaker Phone” button again.
Three-way Conference Calling
Your phone is capable of supporting three ways calling without the use of your conference bridge. To use this feature:
Place your first call. Press “Confrnc” soft key (available by pressing “More” key). This will place your first call on hold automatically.
Dial, the second party again using any of the ways described in the section called “placing a call”
When the second party answers press the “Confrnc” soft key to connect all your parties.
Splitting a Three-way Conference
When a three-way conference has been established, a “Split” soft key becomes available. Pressing this key will split the conference into two different calls and place them on hold.
Transfer Managed Call – (call the recipient first)
After answering the call press the “Transfer” key or the “Trnsfer” soft key (available by pressing “More” key). This will place the active call on hold.
Dial the extension or phone number that will be receiving the call, using any of the means in the section called “Placing a Call”.
The receiving phone will ring, at any point or any time after this, you can press the “Transfer” key or use the “Trnsfer” soft key connects the two parties.
Pressing the “Cancel” soft key will cancel the transfer and resume the original call
Note: this is a good way to see if the party receiving the call is available or wanting to take calls
Transfer a Blind Call – ( send to recipient without notification)
After answering the call press the “Transfer” key or the “Trnsfer” soft key. This will place the active call on hold.
Press the “Blind” soft key
Dial the extension or phone number that will be receiving the call, using any of the means in the section called “Placing a Call”.
The Call will then go to the phone that you are transferring to without any more assistance on your part.
Placing a call on Park
Press an open park number button (not lit) to put the call on park.
Notate the park number you placed it on. (upper-left buttons with your extension line1, 2).
You may now hang up the phone as the call is now parked
Picking up a call on Park
To pick up a call that is parked press the park number button again on any phone to pick up the call.