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Connect Client Training

Learn how to use Mitel Connect Client software with an introduction, login guidance, features overview, and more. Get training on dial pad, contact search, state change, call features, and transferring calls.

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Connect Client Training

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Presentation Transcript

  1. Connect Client Training

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

  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)

  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 1 2 3 4

  5. 1 Logging In 3 2 5 4 6 • 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 7 8 9 10

  6. 1 Connect Drop Down • 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

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

  9. Contact Search Bar 1 • 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

  11. Example of Search Bar 10 7 6 8 5 9 • 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 4 1 2 3

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

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

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

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

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

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

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

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

  20. Example of New Group • 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 Voicemail • Send IM • Schedule Conference • Dial • Alert • Double clicking on contact to dial contact 1 2 3 4 5 6

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

  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 4 3 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

  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 5 4

  26. 13 14 Call Features 7 6 5 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 3 4 1 2

  27. 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

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

  30. 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 4 5 7 8 9 6 1

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

  32. Recent 1 2 3 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 voicemails • Options for voicemails

  34. 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 5 4

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

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

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

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

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

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

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

  42. Workgroups 5 1 • 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

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

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

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

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

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

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

  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

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