1. Connect Client Training

2. 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.

3. 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)

4. 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 , or will be coming to your 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

5. 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
Voic s
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
Voic s
Messages
Events

6. 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

7. 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

8. 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.

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

10. 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

11. Example of Search Bar 10 6 7 8 Click once on contact
Show details and history with contact
Contact Info
Messages (optional)
Calls
Voic s
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
Voic s
Video Call (optional)
Screen Sharing (optional)
Add participant
Transfer
More
Dial

12. 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 Voic
Intercom (optional)
Whisper Page (optional)
Alert When Available
Call with Account Code

13. 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

14. 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

15. State Change Edit Example1 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

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

17. 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

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

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

20. 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

21. Example of Right Click Contact
Right clicking on a contact
Add Contact to Group
Send Voic
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 Voic
Send IM
Schedule Conference
Dial
Alert
Double clicking on contact to dial contact

22. 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

23. 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

24. 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

25. 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

26. 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
Voic s 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
Voic s 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

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

28. 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

29. 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

30. Transferring Active Call2
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 Voic 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 Voic 4 5 6 7 8 9 1

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

32. 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)

33. Voicemails 1 Voicemails Unheard voicemails display a number
Allow you to listen to voic s
Options for voic s
Voic s
Unheard voic s display a number
Allow you to listen to voic s
Options for voic s

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

35. 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

36. 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

37. 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

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

39. Events Outlook events (Optional) Clicking on the meeting gives details1
Outlook events (Optional)
Clicking on the meeting gives details

40. 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

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

42. 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

43. 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)

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

45. Workgroup Details 1 2 Workgroup Details (Optional) Calls in queue
Voic s (shared mailbox)
List of calls and/or voic s 3
Workgroup Details (Optional)
Calls in queue
Voic s (shared mailbox)
Play, Reply, Forward, Delete, Call back
List of calls and/or voic s

46. 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

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

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

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

50. 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

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

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

53. 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

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

55. 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

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

57. 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

58. Language
Change Language
Change Language

59. 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

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

61. Conclusion Thank you for attending our training!