Polycom CX500 Lync Edition Instruction manual

Polycom® CX500 Lync™ Edition
Phone
Quick User Guide
For use with Microsoft®Lync™.
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www.polycom.com | 3725-49108-001 Rev A | October 2013
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About Your Phone
The Polycom CX500 Lync Phone Edition uses Voice over
Internet Protocol (VoIP) technology to provide many features not
available on a traditional phone.
Signing In to a CX500 Phone
You can sign in to any CX500 phone with your phone number or
extension and your PIN authentication.
To sign-in using your phone number and PIN:
1In Desk Phone Setup, enter your phone number or
extension, as shown next, and select Next.
2Enter your six-digit PIN number and select Sign in.
After you sign in, you can start making calls, searching the
Active Directory, and viewing local call logs.
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 in the Active
Directory.
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 in the Active Directory:
1From Home, select the Search icon .
2Enter 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.
3When you find your contact, select Call.
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.
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.
2Enter your PIN number to hear your messages.
Transferring Calls
You can transfer active calls directly to a contact. The following
are two 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.
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.
Viewing Local Call Logs
You can view a history of incoming, outgoing, and missed calls
on the 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.