WebEx: Calling, Transfer, and Hold (Multilined phones)

How to Make and Answer Calls, Transfer Calls, and Pause Calls on WebEx softphones with multiple lines.

Contents

• Login to WebEx
• How to Make a Call in WebEx
• How to Answer a Call
• How to Transfer a Call
• How to Hold and Resume a Call
• How to Switch Between Lines
  • Not on a call
  • During a call
• Additional Call Functions

Login to WebEx

1. Open the WebEx application on your device.
2. If you are not automatically signed in, enter your username and click Sign In.

How to Make a Call in WebEx

1. In the left-hand menu, click the Phone icon (it might appear as a dialpad or phone call button depending on your version).

• You’ll see a dial pad, search bar, and contact list.

2. Dial the Phone Number:

   • On the dial pad, enter the phone number of the person you want to call.
   • For external calls, Dial 9 first plus the full number Example: 918174441234
   • For Internal calls, Dial the person's 5 digit extension Example: 51234
   • If you have the contact saved, you can search for the name by typing it into the Search bar at the top of the screen.

2. Click on the Call Button:

   • Once you've entered the phone number or selected the contact, click the Call button .

   • Wait for the call to connect. You will see a notification when the other party answers.

How to Answer a Call

1. Incoming Call Notification:
   • When someone calls you, a notification will appear on your screen with the caller’s information (if available).
2. Answer the Call:
   • To answer, click the Answer button (usually a green phone icon).
3. Start Talking:
   • Once the call is connected, you can start your conversation.

How to Transfer a Call

1. During an Active Call:
   • While on an active call, look for the Transfer button, often shown with an arrow or as the word “Transfer” in your WebEx interface.
2. Select Transfer Option:
   • Click the Transfer button. You will have the option to transfer to:
     • A contact: Search for the contact by name or number.
     • A different phone number: Dial a new number to transfer the call.
3. Complete the Transfer:
   • After selecting the destination for the transfer, click the Transfer Now button to complete the transfer.

How to Hold and Resume a Call

Placing a Call on Hold

1. During an Active Call:
   • While in the call, look for the Hold button, which is often represented by a pause icon (two vertical bars).
2. Click the Hold Button:
   • Click the Hold button to place the call on hold. The person on the other end of the line will hear hold music or a message notifying them they are on hold.

Resuming a Call from Hold

1. During an Active Call (on Hold):

   • To resume the call, click the Resume button (often represented by a play icon).

2. Continue the Conversation:

   • Once you click Resume, the call will be restored, and you can continue talking.

How to Switch Between Lines

Not on a call

1. Open the Webex Softphone application on your device.
2. Access the Phone Line Selection: Look for the line icon at the bottom of your Webex Softphone screen. The active phone line will have a blue check to the right.

3. Switch Phone Lines: With the Line Selection window still open, click the line you would like to activate.
4. Make Calls from the Selected Line: Once you’ve switched to the desired line, you can begin making and receiving calls using that specific line.
5. Managing Multiple Lines: If you need to switch lines frequently, you can repeat the process above to easily toggle between them.

During a call

 

Additional Call Functions

Mute or Unmute a Call

• Mute: During the call, you can mute your microphone by clicking the Mute button (usually represented by a microphone icon with a line through it).
• Unmute: Click the Unmute button to start speaking again.

End the Call

• End Call: When you’re ready to hang up, click the End Ca