Connect Client Training

Introduction and Overview Trainer Overview Connect Client Software Icon and login Layout and features Examples of how features work Questions Questions and answers Introduction Trainer Overview Physical Phone Buttons and features Examples of how features work Connect Client Software Icon and login Layout and features Questions Questions and answers are the most important.

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

Logging In 2 Double click Mitel icon to open software Enter your credentials Username (provided by your IT) Password (provided by your IT) Server IP (provided by your IT) Click Remember me Click login 2 Double click Mitel icon to open software Enter your credentials (these should be in your email, or will be coming to your email in the near future) Username (provided by your IT) Password (provided by your IT) Server IP (provided by your IT) Click Remember me Click login 1 2 3 4

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

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

Dial Pad 1 Dial pad Open up dial pad Open company directory Double click contact to call Enter phone number to call from device Dial pad Open up dial pad Open company directory Double click contact to call Enter phone number to call from device

Example of Dial Pad 1 2 3 Dial pad Double click contact to call Enter phone number to call from device Will make call from selected device Dial pad Open up dial pad Open company directory Double click contact to call Enter phone number to call from device (Show example) *Double click a contact to show the call. Enter the number to show call.

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

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

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

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

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

State Change 1 2 State Change Available In a meeting Out of office On vacation Do not disturb Custom Logout 3 4 5 6 7 State Change (These changes reflect the state change of your phone) Available In a meeting Out of office On vacation Do not disturb Custom Logout

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

Contacts 1 Contacts Shows groups, favorites, etc. Contacts

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

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

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

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

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

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

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

Placing call on Hold On active call Press Pause button (call on hold) Take call off hold Hang call up 1 2 On active call Press Pause button (call on hold) From previous slide Take call off hold Hang call up

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

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

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

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

Transferring Active Call On active call Drag and hold over contact (Options) Blind Transfer to contact Blind Conference with contact (Active) Park call on their phone 2 1 3 4 On active call Drag and hold over contact (Options) Blind Transfer to contact Blind Conference with contact (Need to be on an active call to do this) Park call on their phone 1

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

Recent 1 Recent 1,000 most recent call actions Recent

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

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

Voicemails Voicemails Play Voicemail Reply (Internal only) Forward Voicemail Save Voicemail Delete Voicemail Audio source to listen to voicemail Computer or handset Call contact or number back 7 1 6 2 3 4 5 Voicemails Play Voicemail Reply (Internal only) Forward Voicemail Save Voicemail Delete Voicemail Audio source to listen to voicemail Computer or handset Call contact or number back When clicking the voicemail, it will open a side window about the contact (Like viewed in previous section about contacts)

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

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

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

Events Events (Optional) Syncs with your Outlook calendar 1

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

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

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

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

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

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

Workgroup Details 1 2 Workgroup Details (Optional) Calls in queue Voicemails (shared mailbox) List of calls and/or voicemails 3 Workgroup Details (Optional) Calls in queue Voicemails (shared mailbox) Play, Reply, Forward, Delete, Call back List of calls and/or voicemails

More options 1 5 More options Name, number, extension 2 Incoming calls will ring External (setting up forwarding) My Conference information (optional) Options 2 3 4 More options Name, number, extension Incoming calls will ring External (setting up forwarding) This is where you would setup call forwarding to your cell phone* My Conference information (optional) Options

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

Account 1 2 Server Connected To Username 3 Changing your password Options & settings Ringer changing Power Rules Etc.

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

Power Routing 1 2 3 Setup rules based a specific command Rule Name When (pick a choice) Enter number Then forward calls to Save Rule 4 5 Setup rules based a specific command Rule Name When (pick a choice) Example would be +number matches Enter number Then forward calls to Example of play a specific ringtone Save Rule

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

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

Outlook 1 2 Sync Calendar and Contacts (Optional) Sync Calendar Sync Contacts Make Contacts public 3 Syncing Calendar and Contacts (Optional) Sync Calendar Sync Contacts Make Contacts public

Notifications 1 2 3 Notification settings for: Voicemail Sounds Popups

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

Softphone 1 2 Softphone settings Audio source Assign softphone once logged in Softphone settings Audio source Assign softphone once logged in

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

Language Change Language Change Language

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

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

Conclusion Thank you for attending our training!