A quick guide to using primary and soft phone
Desk Phone and Primary Phone
Hold: If you need a few minutes to look into an order, feel free to place the customer on hold. Always ask if it is okay first!
--->Press once to put the customer on hold and press again to take the customer off hold.
--->If using a headset, press the headset button to take the customer off hold.
Headset: press this to take a call on the headset plugged into your phone.
Mute: this will mute your voice but won't put the customer on hold. Good to use if you just need to as a quick Q or two!
Speaker: press this to take the customer off speaker phone, or to put them on it if you need to for any reason.
Making a Call
To call out of the office, dial 8 + 1 + phone number.
To call another extension, dial the five digit extension (starting with 1).
Checking Voice Mail
Switching to SoftPhone
When you have an active call, a little yellow box will appear on your ShoreTel Communicator with the customer's number and the length of the call.
Hold: Click the little music note in the yellow box on the ShoreTel Communicator to put the customer on hold. To take a customer off hold, click the little green phone that will appear in place of the music note. The length of hold time will be displayed next to the total call time.
Hang Up/Disconnect: At the end of your call, click the little red phone to disconnect.
You will transfer calls the same way on Primary phone as on SoftPhone.