Poly CCX - Page 117

Place a Call on Behalf of an Executive
As an assistant, you can make calls on behalf of any of your assigned executives.
When a call is made on behalf of an executive, a solid red bar displays on the
executive’s line key, if the executive’s line is a shared line.
1. On the Home screen of the assistant’s phone, select Assistant.
2. On the Overview Executive screen, select Executives then choose an
executive.
3. Select On behalf and enter the contact’s number or choose a contact from
Recent Calls or the directory.
4. Select Dial .
The executive's caller information displays on the third-party's phone.
Push a Call to the Executives Phone
As an assistant, after you answer an executive call, you can push the call to the
executive's phone.
You can only push a call to an executive you are assigned to. You cannot push
executive calls to other assistants or contacts.
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During an executive call, select Push.
The call is sent to the executive's phone, which rings to alert the executive of
the pushed call. If the executive is unavailable to answer the call, the call is
returned to the assistant's phone.
Opt In or Opt Out of being an Assistant for an Executive
As an assistant, you can choose to opt in or opt out of being an assistant and
monitoring calls for an executive.
When you opt in to being an assistant, you can monitor and manage all filter calls
to the executive. When you opt out, you no longer receive filtered executive calls
and cannot manage or monitor executive calls.
1. On the Home screen of the assistant’s phone, select Assistant.
2. Select Executives then choose an executive.
3. Select Status then do one of the following:
● Select On to opt in to being an assistant for an executive.
● Select Off to opt out of being an assistant for an executive.
Divert Filtered Executive Calls
As an assistant, you can choose to divert filtered calls for all assigned executives
to another assistant, contact, or phone.
1. On the Home screen of the assistant’s phone, select Assistant.
2. Select Call Diversion then select On.
Place a Call on Behalf of an Executive
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