Quick start guide for poly Edge-E series phones

Follow this article for an introduction to Poly Edge-E phone features supported by Zoom Phone. For more information on these features, search for your phone model on the Polycom support site.

Note: You can access quick start guides for Poly VVX and Edge-B series.

This article covers:

How to make a call

Make an outbound call using the handset

  1. Lift the phone's handset from the cradle.
  2. Enter a number using the physical pad.
  3. Press the Send softkey.
    The outbound call will be placed.

Make a call using the speaker phone

  1. Press the New Call softkey.
  2. Enter a number using the physical pad.
    The hands-free outbound call will be placed.

How to place a call on hold

  1. While in an active call, press the Hold softkey.
  2. Press Resume to resume the call.

How to blind transfer a call

Blind transfer, also known as unattended transfer or cold transfer, transfers the caller to an extension without any interaction between the person transferring the call and the extension receiving the transfer.

  1. While in an active call, press the Transfer softkey.
  2. Select the Blind Transfer softkey.
    Note: Consultative will appear on the screen.
  3. Enter the destination phone number, or extension you want to transfer to, then press Send.

How to warm transfer a call

A warm transfer, also known as consultative or attended transfer, is to transfer the caller to an extension by interacting with the recipient before completing the transfer.

  1. While in an active call, press the Transfer softkey.
  2. Press the Consultative softkey.
    Note: Blind Transfer will appear on the screen.
  3. Enter the destination phone number, then press Send.
    The original call will be placed on hold and the destination number will ring.
  4. Once the recipient answers the call, you can announce to this person the intention to transfer the call, then press the Send softkey.
    The call transfer will be completed.

How to perform a local 3 parties conference call

To perform a local 3 parties conference call that’s hosted by the phone locally, follow these steps:

  1. While in an active call, press the Confrnc softkey.
  2. Enter the phone number of the party you want to add to the conference call, then press Send.
  3. After the call is answered by the 3rd party, press, the Confrnc softkey to bring the 3 parties to the conference.
    The call will be added to the party.


How to enable or disable do not disturb

  1. Press the More softkey.
  2. Press the DND softkey on the phone screen, to place your phone in the Do Not Disturb state.
    Incoming calls will be handled according to the Zoom web portal’s call-handling setup.
    Note: The - sign will appear at the top right corner of the phone’s display.
  3. To disable DND, press the softkey DND.
    The phone will be restored to its normal answering mode.
    Note: The - sign will disappear at the top right corner of the phone’s display.

How to use the line keys

You will see multiple lines on your phone in these scenarios:

Label a line key for call delegation or shared line groups

Notes:

You can customize your line keys to change their labels and order. By default, line keys are labeled differently depending on the number of direct numbers or shared lines:

Select a line before making a call for call delegation or shared line groups

Note: You must set your outbound caller ID using keys and positions settings in the Zoom web portal. Do not set your outbound caller ID using the phone's interface.

  1. Press the physical line key on the phone.
  2. Pick up the phone's headset.
  3. Dial a number using the physical or on-screen dial pad.
  4. Press Send to place the call.

How to search your company directory

  1. Select Directories.
  2. Press the up or down arrow on the navigation key to access Corporate Directory, and press the Select softkey to accept the selection.
  3. In the Search box, enter the first name, last name, phone number, or extension of the person you are looking for.
  4. Press the Submit softkey to submit the search request.
    Note: The search result may take a few seconds to appear.
  5. Select the desired phone number from the search result, then press the Dial softkey to call this number.

How to use Tap to Hot Desking

You can sign in to your Poly Edge E device with a simple tap from your mobile client by doing the following:

  1. Make sure Hot Desking and Tap to Hot Desking are enabled for your Poly Edge E phone.
  2. Follow these steps to sign in to the device using the Tap Hot Desking feature.

How to view call histories

  1. Press the More softkey.
  2. Press Recent Calls.
    Your list of all calls will display.
  3. Press Filter to view and select one of the following:

How to check voicemails

  1. Press Home.
  2. Select Messages.
  3. Select Connect and follow the prompts to access your message.