Introduction

If you are using a desk phone with your Persona Connect environment, you have several features and functions at your disposal. While we provide several different desk phone models, basic functionality remains the same across all phones.

This guide will illustrate how to answer a call, making a call, transfer a call, place a call on hold, create a conference call, park a call, and feature codes that can be used on your desk phone.

Key Terms:

• Line/Feature Buttons: The first couple of buttons on the left side are YOUR phone lines which allows you to juggle multiple The other buttons are for assigning features such as speed dials, PARK buttons, internal speed dial/status buttons or BLF Keys, etc.
• Soft Keys: The function of these buttons change based on what your phone is
  • When you phone is idle: History, Directory, Do Not Disturb, and
  • When you pick up the handset: Directory, 123, and Cancel
  • When you are dialing a number: Send, 123, Delete, and Cancel
  • When you are on a call: Transfer, Hold, Conference, and End Call
• Hard Buttons: These buttons remail the same and are used to for direction, volume, headset, voicemail, mute, hold, redial, transfer, and speaker

Answering a Call

When not on another call:

• Lift the

When on another call:

• Press the “Answer” soft
• The incoming call is answered, and the original call is placed on
• Press to access the new
• Press or the “Answer” soft
• The incoming call is answered, and the original call is placed on

NOTE: The Soft Keys will change based on what you are doing on the phone.

Making a Call

Internal Call:

• Lift the
• Enter the desired extension and press the “Send” soft

External Call:

• Lift the
• Enter the desired 10-digit number using the
• Press the “Send” soft key of wait 4 seconds for the system to dial the number for
• If you are using the speakerphone, enter the 10-digit number and press

“Send” or wait 4 seconds.

Transferring a Call

There are two ways to transfer a call: Attended and Unattended.

Attended: This option puts the caller on hold while you confirm that the receiver of the call can take the call. To perform this option:

1. Press the “Transfer” buttonand the caller will be put on hold and another line will be activated.
2. Dial the phone number or extension and press “SEND (#).”
3. Inform them that a call is coming and confirm they can receive it.

4. Press the “Transfer” button again (Hanging up will also complete the transfer).

The call is now being transferred to the desired extension or number and you can hang up. If the person does NOT want you to transfer the call to them, you can press the “End Call” soft key and then connect back to the caller (who is still on hold) and let them know.

Unattended: This option immediately transfers the call to the extension or number. To perform this option:

1. Press the “Transfer” button and the caller will be put on hold and another line will be activated.
2. Dial the phone number or extension.

3. Press the “Transfer” button again to complete the transfer.

Hold Function

To place a call on hold:

1. While on a call, press the “Hold” soft key or the “Hold” hard button.
2. The line is now on hold and flashing on your phone only.

To pick up a call on hold: Press the “Hold Key” of the “Resume” soft key.

Conference Call

To set up a conference call for up to three people:

1. Press the “Conference” soft key during an active The call is placed on hold.
2. Enter the number or extension of the second party and press the “Send” soft key.
3. Press the “Conference” soft key again when the second party All parties are now joined in the conference.

Park Function

Call Park is a feature that allows you to place a call into a hold queue that allows another user to retrieve the call themselves instead of performing a direct transfer. Your system has three park slots by default. 701, 702, 703. Depending on your setup more may have been built during installation.

To place a call in a Call Park:

1. While on a call, press the “Transfer” soft key or the “Transfer” hard key. This will place the call on hold.
2. Dial the extension of the Call Park and press the “ Transfer” soft key or the “Transfer” hard key.
3. The call is now in the Call Park that you sent it
4. If you have assigned your Call Parks to the feature buttons on your phone:
   1. While on an active call, select the feature button for the call park and the call will be instantly assigned to that call park.
   2. The feature button for that call park will show the call that is there for anyone who has the call park assigned to one of their feature buttons.

To Retrieve a Call from the Call Park:

1. Dial the extension of the Call Park that the call was sent to, and press “Send” or wait 4 seconds.
2. The call is now transferred from the Call Park to your extension.
3. If you have the Call Park assigned to a feature button, simply press the feature button for the Call Park and it will be transferred to your extension.

Phone Feature Codes

Feature Codes are shortcuts that you can perform on your phone, web phone, and mobile app to complete a myriad of tasks. See below for the feature code or “star code” that include dialing/calling out, receiving calls, forwarding/transferring, and some miscellaneous options.

Dialing/Calling Out

 † = Web phone does not auto-answer

Receiving Calls

Forwarding/Transferring

Other