Polycom CX3000 Instruction manual

Polycom® CX3000 IP
Conference Phone
Quick User Guide
For use with Microsoft®Lync™.
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www.polycom.com | 3725-49109-001 Rev A | November 2013
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About Your Phone
The Polycom CX3000 IP Conference delivers exceptional
conference calls in Microsoft Lync environments.
Signing In to the CX3000
You can sign in to the CX3000 phone in Basic or Enhanced
mode. Basic mode provides you with access to your contacts,
local call logs, and voicemail. Enhanced mode provides you with
access to all of the Lync features available for your phone and
requires you to connect your phone to your computer and sign in
to Lync.
To sign-in using Basic mode:
1In Desk Phone Setup, enter your phone number or
extension and select Next.
2Enter your six-digit PIN number and select Sign in.
To sign-in using Enhanced mode:
1On the Welcome screen, select Yes, as shown next.
2Connect a USB cable from your computer to the USB port
on the phone.
3Press Sign in on the phone.
4Enter to enter your login credentials—username and
password—into the Lync client on your computer.
You only need to connect the phone to your computer the first
time you sign-in using Enhanced mode.
After you connect your phone to your computer, set your phone
as your primary device in the Lync client.
To set your phone as your primary device:
In the Lync client, click Tools > Audio Device Settings, and
select Polycom CX3000 as your primary audio device.
Making Calls
You can make phone calls in the following ways:
Pick up the handset and dialing a contact.
Call a contact from the Contact screen.
Call a contact by searching for a contact using the keypad.
Call from the Lync client on your computer.
To call from the Contacts screen:
1From Home, select the Contacts icon .
2From the Contact Groups screen, select the group of a
contact.
3Select a contact, and select Call, as shown next.
To call by searching for a contact:
1Enter your contact’s name or phone extension using the
phone’s keypad.

To enter a contact’s name, press the numbers on the key
pad that correspond to the letters in your contact’s name.
For example, press 8669*76484 to enter the name Tony
Smith using the star key (*) for the space between the first
and last name.
2When you find your contact, select Call.
To call from Microsoft Lync:
1Open the Lync client on your computer, select a contact or
search for a contact by name.
2Click Call next to your contact’s name, as shown next.
The call displays on your phone and in the Lync client.
Answering and Holding Calls
You can respond to incoming calls by picking up the handset,
selecting Answer, or selecting To Voice Mail on the Incoming
Call screen, as shown below.
After you answer an incoming call, the call is active. You can
place multiple active calls on hold in the In Call screen.
To place an active call on hold:
» Select Hold, as shown next.
To switch between active and held calls:
» Press , select Active Call, select a held call, and
select Resume.
You can also make new calls during an active call.
To make a new call during an active call:
1From the In Call screen, select Menu > New Call. The
active call is placed on hold.
2Enter a phone number or select a contact and select Call.
Managing Conference Calls
You can add multiple participants to an active call to initiate a
conference call.
To initiate a conference call:
1During an active call, select Menu > Add Others, as
shown next. The active call is placed on hold.
2Enter a phone number or select a contact and select Add.
During a conference call, you can mute your audio or mute the
audio from the call participants, or audience.
To mute your audio during a call:
» Press . Your audio is muted and the call participants
cannot hear you.
To mute the audience during a conference call:
Select Menu > Mute Audience, as shown next. You can
no longer hear the audio from the other call participants.

You can also remove a participant from a conference call at any
time.
To remove a participant from a conference call:
1Select a participant.
2Press Menu > Remove, as shown next.
The participant is removed from the conference call.
Checking Voicemail
If you have new voicemail messages, the number of messages
displays below the voicemail icon on the Home screen, as
shown next.
To check your voicemail:
1On the Home page, select , or press and hold 1on the
keypad.
The voicemail screen displays with a list of contacts who
have left messages.
2Select a contact and select Play.
3Enter your PIN number to hear the message.
Transferring Calls
You can transfer active calls directly to a contact, to your mobile
phone, or to a parking lot on the Lync server. The following are
three methods for transferring calls:
Transfer Directly To Transfer the call directly to a
contact without speaking to the contact first.
Consult then Transfer To Speak with a contact before
transferring the call.
Transfer to Mobile Phone Transfer the call to your
mobile phone.
To transfer a call:
1In the In Call screen, select Menu, and select a transfer
method. For example, select Transfer Directly To, as
shown next.
2Depending on your transfer method, do the following:
For Transfer Directly To, enter a phone number or
select a contact, and select Call.
For Consult then Transfer To, enter a phone number
or select a contact, select Call, and select Complete
Transfer after you speak with the contact.
For Transfer to Mobile Phone, answer the transferred
call on your mobile phone. You need to have your
mobile number saved on your phone to use this option.
You can also transfer calls to a parking lot that places the call on
hold on the Lync server. Calls transferred to the parking lot are
given a retrieval number that any contact can use to retrieve the
call from the parking lot.
Transferring calls to the parking lot enables you to remove the
call from your line so you can make additional calls or resume a
held call.
To transfer a call to a Parking Lot:
1From the In Call screen, select Menu > Transfer to
Parking Lot.
The call is placed in the parking lot and the In Call screen
displays, as shown next.
2Provide a contact with the retrieval number for the parked
call. For example, if Sarah needs to retrieve the parked
call, instant message Sarah with the 344 retrieval number
for the call.

Joining Meetings from the Calendar
You can view your Microsoft®Outlook®calendar and
appointments on your phone and directly join meetings from
appointments listed on your calendar.
To join a meeting from your calendar:
1From Home, select the Calendar icon .
2From Today’s Calendar, select a meeting and select Join,
as shown next.
Your phone dials into the meeting.
Changing Your Presence Status
Your presence status automatically changes based on your
calendar events or phone activity. For example, if you are in a
meeting or a call, your presence status displays as Busy on your
phone and your Lync client. However, you can change your
presence status manually at any time.
To change your presence status on your phone:
1From Home, select Menu > My Status.
2On the My Status screen, select a presence status, as
shown next. The check mark indicates your current status.
Your new presence status displays on your phone and
Lync client.
Viewing Contact Cards
A contact card provides a contact’s availability, presence, phone
number, schedule information, the most recent call, or a
personal note, if available. Note that contacts display in a contact
group.
To view a contact card:
1From Home, select the Contacts icon .
2From the Contact Groups screen, select a contact’s group,
as shown next.
3Select a contact.
The Contact Card screen displays, as shown next.
Viewing Call Logs
You can view a history of incoming, outgoing, and missed calls
on Call Logs screen.
To view call logs:
1From Home, select the Call Logs icon .
2From the All Calls screen, select Menu and select the call
log you want to view. For example, select View Missed
Calls, as shown next.
The chosen call list displays.