Collaboration 7 start guide

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Download and install for desktop

  1. Click the link for either Windows OS or macOS to download a file.

  2. Double-click the download file and follow the instructions.

  3. Open the app.

Making a call

  1. Go to “Inbox”

    Collaboration left-hand menu with Inbox highlighted
  2. Next to the search bar press the icon labelled “Dialpad”

    Dialpad icon next to the search bar
  3. Select whether you would like to call from your number or another number by pressing ‘Personal’, e.g. a number from another country.

    Number menu showing Personal and an Italian number
  4. Once selected, choose which device you would like to call from, e.g. a physical phone, headset connected to the desktop.

    Device menu showing This device and Any device
  5. Enter the number you want to call using the Dialpad and press the phone icon.

    Number entered in the dialpad with the green call button highlighted

In-call menus

Put call on hold

To put the person on hold, simply press the pause icon labelled “Hold”

Call screen with the Hold button highlighted

Transfer a call

  1. To transfer the call to another number, press the transfer call icon.

    Call screen with the Transfer call button highlighted
  2. In the search bar, enter the number you want the call to get transferred to or if you want it to go to your voicemail.

    Transfer panel with search bar and To my voicemail option
  3. Then press enter, then press:

    Green Transfer to bar highlighted

Or press the icon labelled ‘Transfer’:

Transfer icon next to a number in the transfer panel

To do more actions in a call

To see more actions, you can press the icon with 3 dots.

Call screen with the three-dot menu icon highlighted

Start a conference call

  1. Press ‘Start conference’.

    Menu with Start conference highlighted
  2. Then enter the phone number/s or the name of the people you want to add to the conference call.

    Add Members window with a number entered

How to use the phonebook

  1. To find contacts go to ‘Contacts’.

    Left-hand menu with Contacts highlighted
  2. Then you can scroll down or search to find a contact.

    Phonebook list with the contact search bar highlighted
  3. To add a new contact press ‘New contact’

    Phonebook with the New contact button highlighted
  4. Then fill in the contact details, then press “Add”.

    New contact form with the Add button highlighted