Connect Client Training 1 Introduction and Overview Introduction

Connect Client Training 1

Introduction and Overview § Introduction § Trainer § Overview § Connect Client Software § Icon and login § Layout and features § Examples of how features work § Questions and answers 2

Mitel Connect Client § Software should be uploaded on PC § Or will be in the near future § See Icon on desktop (shown to the right) 3

Logging In 2 1. Double click Mitel icon to open software 2. Enter your credentials § Username (provided by your IT) § Password (provided by your IT) § Server IP (provided by your IT) 3. Click Remember me 4. Click login 2 1 2 3 4 4

Logging In 1 2 3 5 4 § Home display 1. Connect drop down § Training videos and guides 2. Dial pad 3. Contact search bar 4. Name, extension, and state 5. More options 6. Contacts 7. Recent 8. Voicemails 9. Messages 10. Events 6 7 8 9 10 5

Connect Drop Down 1 1. Connect drop down § Training videos and guides § Allows you to access guides and videos 6

Dial Pad 1 1. Dial pad § Open up dial pad § Open company directory 2. Double click contact to call 3. Enter phone number to call from device 7

Example of Dial Pad 1 2 3 1. Dial pad 2. Double click contact to call 3. Enter phone number to call from device § Will make call from selected device 8

Contact Search Bar 1 1. Contact search bar § Search your contacts by name or number 9

Example of Search Bar 1 2 2 1. Start typing name of contact (Aaron) § Will pull contacts with spelling 2. Will show internal contact’s state § Will not show state of external 10

Example of Search Bar Click once on contact § Show details and history with contact 1. Contact Info 2. Messages (optional) 3. Calls 4. Voicemails 5. Video Call (optional) 6. Screen Sharing (optional) 7. Add participant 8. Transfer 9. More 10. Dial § 6 7 8 10 5 1 9 2 3 4 11

Example of Search Bar § More 1. Dial Mailbox 2. Send Voicemail 3. Intercom (optional) 4. Whisper Page (optional) 5. Alert When Available 6. Call with Account Code 1 2 3 4 5 6 12

Name, Extension, & State 1 1. Name, extension, and state § Allows you to change your state § Acts the same way as your phone § Logout 13

State Change § State Change 1. Available 2. In a meeting 3. Out of office 4. On vacation 5. Do not disturb 6. Custom 7. Logout 1 2 3 4 5 6 7 14

State Change Edit Example 1 2 § Edit/change state (Available) 1. Check reflects current state 2. Pencil allows you to edit state 15

Contacts 1 1. Contacts § Shows groups, favorites, etc. 16

Contacts 1 2 3 4 5 6 1. 2. 3. 4. 5. 6. Favorites Groups New Group or Contact Sort Change View Search Bar § Name, phone number, etc. 7. Example of a group 8. Edit group 7 8 17

Example of Add Contact § Adding a contact (Connect Client) § Fill in appropriate information 18

Example of Add Contact (Outlook) § Adding a contact (Outlook) § Fill in appropriate information 19

Example of New Group § Creating New Group § Internal team members only § Search by name or number 20

Example of Right Click Contact § § Right clicking on a contact 1. Add Contact to Group 2. Send Voicemail 3. Send IM 4. Schedule Conference 5. Dial 6. Alert Double clicking on contact to dial contact 1 2 3 4 5 6 21

Call Features § Incoming call prompts in corner of screen 1. Accept or Ignore call 1 22

On a Call § Features on an active call 1. Active call displayed 2. Mute 3. Put call on hold 4. Hang up 5. Clicking call opens more options 2 34 1 5 23

Placing call on Hold § On active call § Press Pause button (call on hold) 1. Take call off hold 2. Hang call up 1 2 24

Call on Hold & Active Call § One call on hold & on an active 1. Merge Calls 2. Mute 3. Place on hold 4. Hang up 5. Number of calls 1 2 3 5 4 25

Call Features § On active call (Clicking the number) 1. Display Info on Contact or number 2. Messages with Contact (Optional) 3. Call history with Contact 4. Voicemails from Contact 5. Mute 6. Video call (Optional) 7. Screen share (Optional) 8. Record call (Optional) 9. Add another call 10. Transfer 11. Move call (Optional) 12. More options 13. Hang up 14. Pick call back up 5 6 7 8 9 10 11 13 14 12 1 2 3 4 26

Call Features 2 1 3 4 § On active call (Clicking the number) 1. More Options 2. Send active call to your voicemail 3. Send active call to Auto Attendant 4. Flag active call as Malicious Call 27

Transferring Active Call § On active call 1. Click and drag to contact 2. Release over contact (Blind Transfer) 2 1 28

Transferring Active Call § On active call 1. Drag and hold over contact (Options) 2. Blind Transfer to contact 3. Blind Conference with contact (Active) 4. Park call on their phone 2 3 4 1 1 29

Transferring Active Call 2 § On active call 1. Click number to open more 2. Click Transfer 3. Type Contact or external number 4. Transfer (Blind) 5. Consult Transfer 6. Intercom (Optional) 7. Park call onto internal contact’s phone 8. Whisper (Optional) 9. Transfer to Voicemail 3 4 5 7 6 1 30 8 9

Recent 1 1. Recent § 1, 000 most recent call actions 31

Recent 1 2 3 1. Red Reflecting Arrow (Missed) 2. Arrow pointing upward (Outbound Call) 3. Arrow pointing downward (Inbound Call) 32

Voicemails 1. Voicemails § Unheard voicemails display a number § Allow you to listen to voicemails § Options for voicemails 1 33

Voicemails § Voicemails 1. Play Voicemail 2. Reply (Internal only) 3. Forward Voicemail 4. Save Voicemail 5. Delete Voicemail 6. Audio source to listen to voicemail § Computer or handset 7. Call contact or number back 7 1 6 2 3 5 4 34

Messages 1. Messages (Instant Messaging) (Optional) § Conversations and History § Not used to start conversations 1 35

Messages § § Messages (Instant Messaging) (Optional) 1. All conversations and history Click to open conversation and more 1 36

Messages 1. Click to open conversation and more § Continue a conversation § Use same features as shown previously 1 37

Events 1. Events (Optional) § Syncs with your Outlook calendar 1 38

Events 1. Outlook events (Optional) § Clicking on the meeting gives details 1 39

Events 1 2 § Details of Event (Optional) 1. Meeting Name 2. Time 3. Date 4. Location 5. Organizer 6. Participants 7. Overview 4 3 5 6 7 40

Workgroups 1. Workgroup (Optional) § Status (Login and Logout) § Shared mailbox feature § Workgroup settings 1 41

Workgroups § 5 1 Workgroup (Optional) 1. What Workgroup you are part of 2. Log into Workgroup 3. Alert notification toggle § Turn notifications on & off 4. Settings 5. Details 3 2 4 42

Workgroups 1 § Workgroup (Optional) 1. Logged Out (Red X) 2. Logged In (Green Check Mark) 2 43

Workgroup Settings 1 2 § Workgroup Settings (Optional) § Notification settings § Workgroup settings 44

Workgroup Details 1 § 2 Workgroup Details (Optional) 1. Calls in queue 2. Voicemails (shared mailbox) 3. List of calls and/or voicemails 3 45

More options § 1 5 More options 1. Name, number, extension 2. Incoming calls will ring 3. External (setting up forwarding) 3 4. My Conference information (optional) 5. Options 2 4 46

Options & Settings 1 1. Options & settings § Ringer changing § Power Rules § Etc. 47

Account 1 2 1. Server Connected To 2. Username 3. Changing your password 3 48

Call Routing 1 2 § Setup rules based on status 1. Change status 2. Start Wizard 3. Customize specific setting 4. Set voicemail for specific state 4 49 3

Power Routing 1 2 § 3 Setup rules based a specific command 1. Rule Name 2. When (pick a choice) 3. Enter number 4. Then forward calls to 5. Save Rule 4 5 50

Voicemail 1 § Voicemail (Setup) 1. Change voicemail password 2. Record name for voicemail § Computer speaker § Phone handset 2 51

Instant Messaging 2 1 § Instant Messaging (Optional) 1. Enter Canned Response 2. Click Add Canned Response 52

Outlook 1 § Sync Calendar and Contacts (Optional) 1. Sync Calendar 2. Sync Contacts 3. Make Contacts public 2 3 53

Notifications 1 § 2 3 Notification settings for: 1. Voicemail 2. Sounds 3. Popups 54

Desk Phone § 1 2 Desk phone settings 1. Wallpaper (N/A on this type phone) 2. Ringtone 55

Softphone 1 2 § Softphone settings 1. Audio source 2. Assign softphone once logged in 56

Telephony 1 2 3 § Telephony settings 1. Max number of concurrent calls 2. Dial out prefix 3. General telephony settings 57

Language § Change Language 58

Recap on Mitel Connect Client § Connect Client Software § Icon and login § Layout and features § Examples of how features work 59

Questions and Review § Any questions about the phone? § Anything you want to review? 60

Conclusion Thank you for attending our training! 61