Zoom Phone Quick Start Guide

How to make a call 

1. In the Zoom desktop client or mobile app, click the Phone  tab. 

2. Enter a name, number or extension. 

3. Click the blue phone icon . 

How to transfer a call 

1. While on a call, click Transfer. 

2. Enter the name of the person to transfer to. 

3. Click the blue transfer button  . 

4. Select the transfer method. 

 

How to send and receive an SMS 

1. In the Zoom desktop client or mobile app, click the Phone tab . 

2. Click SMS. 

3. Click the pencil icon  . 

4. On the top, enter the phone number. 

5. At the bottom, enter your message then press Enter on your keyboard. 

How to check your voicemail 

1. In the Zoom desktop client or mobile app, click the Phone tab . 

2. Click Voicemail. 

3. Locate the voicemail you want to listen to, and press Play  . 

How to change your voicemail greeting 

1. Sign in to the Zoom web portal. 

2. In the navigation menu, click Phone, then click Settings. 

3. In Call Handling, click Audio Library. 

4. Click Add Audio. 

5. Record a new greeting or Upload a file.