Using the CCX 700 Zoom Phone

This article covers how to use the CCX 700 Zoom Phone and its features.

When referring to Zoom's support articles, note that Zoom considers the CCX 700 a Zoom Phone appliance and not a desk phone.

Quick Start

CCX 700 Display & Button Overview
CCX 700 display and button overview
  1. Handset
  2. Speakerphone
  3. Camera for video calls and Zoom meetings
  4. Home icon
  5. Keypad icon
  6. History icon
  7. Voicemail icon
  8. Contacts icon
  9. More icon
  10. Lines panel
  11. Volume button for call ring and for call volume
  12. Headset button
  13. Speakerphone button
  14. Mute button
  15. Ring and voicemail indicator light
Sign in to your CCX 700
CCX 700 Sign in Screen
  1. Tap Sign In on the CCX 700 display.
  2. Open a web browser on a different device (e.g., a laptop, cell phone, etc.) and go to fullerton.zoom.us/pair.
  3. If prompted, sign into the campus portal and authenticate with Duo.
  4. Enter the code from the CCX 700 phone in the web browser and then click Continue.
  5. On the CCX 700 display, you will see a pop up showing your email address. Tap Yes, it’s me.
  6. Tap Allow to allow Zoom to access your location. You’re done!

Set a PIN for your Phone (Optional)

  • To set a PIN, type in a six-digit PIN code when prompted. You will be prompted to enter this PIN when the CCX 700 has gone to sleep.
  • If you do NOT want a PIN or want to set it up later, tap Set Up Later.
Make a Call
CCX 700 keypad
  1. Tap Keypad to use speakerphone or a connected headset. Or pick up the handset.
  2. Enter the four-digit extension or 1 + area code + phone number. Then tap the blue phone icon to dial.
Call or Meet with Contact
  1. Tap Contacts.
  2. Scroll through the list to find the contact you want to call/meet. Or use the magnifying glass button at the top right to search for a contact.
  3. Tap on the phone next to the contact’s name to call them. Or tap the video icon to start a Zoom meeting with them.
Answer or Decline a Call
incoming call notification
  • Tap blue Accept icon to answer the call.
  • Tap red Decline icon to send the caller to your voicemail.
Adjust ring volume and call volume
CCX 700 volume buttons
  • Press the volume buttons to the right of the display to adjust the volume: press the plus side to increase the volume and minus side to decrease the volume.  

If you are on a call, these buttons will adjust the call volume. Otherwise, these buttons will adjust the ring volume.

Mute a call
CCX 700 mute button
  1. Press the Mute button at the bottom right of the CCX 700 to mute yourself during a phone call or meeting. The button will light up red when you are muted.
  2. Press the Mute button again to take yourself off mute.
Place a call on hold
  1. Tap Hold to put the call on hold.
  2. Tap Unhold to remove the call from hold.
Transfer a call
  1. Press Transfer.
  2. Select the type of transfer:
    • Direct: transfer directly to another extension
    • Warm: speak to a person before transferring a call to them
    • Voicemail: transfer directly to a person’s voicemail
  3. Tap in the Transfer To field to open the keyboard to type in an extension. Or scroll to the contact.
  4. Tap on the arrow next to the extension number or contact person that you want to transfer to.
  5. For Direct and Voicemail transfers, the call will immediately be transferred.
  6. For Warm transfers, wait until the call is answered. Then tap Transfer to transfer the call or tap End to cancel the transfer and return to the original call.
View and Join Zoom Meetings &  Zoom Meeting Controls
CCX 700 Home screen with the day's meetings

You will automatically see a full-screen notification 5-10 minutes before a Zoom meeting that will allow you to start/join the meeting.

You will see all your upcoming Zoom meetings for the day on Home . If you have connected your Outlook to your Zoom, you will also see non-Zoom meetings listed.

Join a Meeting

  1. On Home, tap on the Zoom meeting you want to join.
  2. Then tap Start (if you are a host/cohost) or Join (if you are an attendee).

Zoom Meeting Controls

The Zoom meeting controls menu will appear at the bottom of the screen, but it will minimize after a few seconds.

  • Tap in the black space anywhere in the meeting to bring up the meeting controls menu.

Invite others to your Zoom meeting

  1. Tap More > Manage Participants > Invite.
  2. You can now invite a contact or invite someone by email.
Conference Calling (3-way calls)
  1. While on a call, tap Add Call.
  2. Tap in the Add Call field to open the keyboard to type in an extension or phone number. Or scroll to the contact.
  3. Tap on the phone icon next to the extension number or contact person that you want to add.
  4. When the second call is answered, tap Merge.
    1. If the second call is not answered, tap End. Then tap Unhold to return to the first call.
  5. Then tap on the first call and tap Done.
  6. Your conference call is now created. You can continue using the Add Call button to add additional callers.
Convert a Zoom Phone Call into a Zoom Meeting
  1. While on a call, tap More > Meet.
  2. A Zoom meeting will open. If you have the Waiting Room enabled, you will need to admit the other person to start the meeting.

Additional Features

Call Waiting
CCX call waiting incoming call

Call Waiting alerts a user who is currently on a phone call that there is another incoming call. On the CCX 700, you will see the new call appear in the Lines panel on the right.

Answer the new incoming call:

  • Tap the blue phone icon.
  • You will be connected to the new incoming call and the current call will be placed on hold.
  • You can tap on each call on the display to go back and forth between them. Or tap the Merge icon to create a conference/3-way call.

Decline the new incoming call:

  • Tap the red phone icon.
  • The new incoming call will be sent to your voicemail (or your Call Forward/No Answer extension you have enabled).

If you do nothing, after a few seconds the new incoming call will be sent to your voicemail or the Call Forward/No Answer extension you have enabled.

Do Not Disturb

You will not receive any notifications about incoming calls on any device for one hour when you turn on Do Not Disturb.

  1. Tap on your name in the Lines panel on the right of the CCX 700 display.
  2. Tap Do Not Disturb (1 hr).
  3. You are now in Do Not Disturb status for one hour.
  4. To turn off Do Not Disturb before the hour has elapsed, return to this screen, and tap Available.
Forward your phone to another campus extension

While your calls are forwarded, you will see a notification at the top of your display indicating where calls are currently being forwarded.

To enable call forwarding:

  1. Tap More.
  2. Tap Settings.
  3. Tap Phone.
  4. Tap Forward Calls.
  5. Tap Off.
  6. Tap Forward to a name or extension.
  7. Tap Forwarding Contact.
  8. Type the name of the person/extension you want to forward calls to and then tap on their name in the search results.
  9. Tap the slider next to Play my voicemail greeting to ensure that it is enabled. This means that if the person you are forwarding calls to does not answer the forwarded call, callers will be sent to *your* voicemail and not theirs.
  10. Tap Time Limit.
  11. Tap on the amount of time you want to forward your calls or Until I say stop.
  12. Tap the back arrow at the top left.
  13. Tap Enable at the top right of the screen.

To disable call forwarding:

  1. Tap More.
  2. Tap Settings.
  3. Tap Phone.
  4. Tap Forward Calls.
  5. Tap Forward to a name or extension.
  6. Tap Off.
  7. Tap Enable.
Forward calls to voicemail

While your calls are forwarded, you will see a notification at the top of your display indicating where calls are currently being forwarded.

To enable call forwarding:

  1. Tap More.
  2. Tap Settings.
  3. Tap Phone.
  4. Tap Forward Calls.
  5. Tap Off.
  6. Tap Forward to voicemail/video mail.
  7. Tap Time Limit.
  8. Tap on the amount of time you want to forward your calls or Until I say stop.
  9. Tap the back arrow at the top left.
  10. Tap Enable at the top right of the screen.

To disable call forwarding:

  1. Tap More.
  2. Tap Settings.
  3. Tap Phone.
  4. Tap Forward Calls.
  5. Tap Forward to voicemail/video mail.
  6. Tap Off.
  7. Tap Enable.
Put a call on hold from one device and answer it on another device (Call Flip)

Flipping a call allows you to switch between the desktop client and mobile app or vice versa.

View Recent and Missed Calls or Clear your Call History

View Recent/Missed Calls (Call History)

  1. Tap History.
  2. Use your finger to scroll up and down the list of calls.
  3. Tap the phone icon next to a call to call the person/number listed.
  4. Tap on a listing to view more details about the call, including the time/date and duration (if applicable).

Calls that you made or answered appear in black; missed calls appear in red.

Clear All of Your Call History

  1. Tap History.
  2. Tap Clear.
  3. Tap Clear All.
  4. All of your call history is deleted.

Clear One Call from Your Call History

  1. Tap History.
  2. Tap and hold on the listing you want to delete. Then slide your finger to the left.
  3. Tap Delete.
  4. The call information is delete from your call history.
Connect a headset to your CCX 700

You can connect a Bluetooth headset/earbuds to your CCX 700 or you can plug a wired headset with a USB-C connection directly into your CCX 700.

What type of headset do you want to connect?

Bluetooth headset

Make sure your Bluetooth headset/earbuds are in pairing mode before you start!

To connect your Bluetooth headset/earbuds:

  1. Tap More.
  2. Tap Settings.
  3. Tap General.
  4. Scroll down and tap System Settings.
  5. Tap Basic.
  6. Tap Bluetooth.
  7. Tap Bluetooth Radio (Off).
  8. Tap On.
  9. Once Bluetooth is enabled, tap the arrow at the top left to go back to the previous screen.
  10. Tap Manage BT Devices.
  11. Tap Pair new device.
  12. Tap on your Bluetooth headset to pair it with your CCX 700.
  13. Tap the arrow at the top left to go back to the previous screen.
  14. Tap the arrow at the top left again to go back to the previous screen.

To remove your Bluetooth headset/earbuds:

  1. Tap More.
  2. Tap Settings.
  3. Tap General.
  4. Scroll down and tap System Settings.
  5. Tap Basic.
  6. Tap Bluetooth.
  7. Tap Manage BT Devices.
  8. Tap on your Bluetooth headset/earbuds.
  9. Tap Forget.
  10. Tap Forget device to confirm.
  11. Tap the arrow at the top left to go back to the previous screen.
  12. Tap the arrow at the top left again to go back to the previous screen.
Wired headset
CCX 700 USB headset port
  1. Plug your headset into the USB-C port on the right side of the CCX 700.
  2. You will see a pop-up notification that your headset has been connected.
Use your connected headset for an incoming or outgoing call

Press the headset button before making a phone call to use your headset for the call. Or press the headset button to answer a call using your headset.

CCX headset not active

If the headset button is blue, then your headset is currently active.

CCX headset active
Change your ringtone type

There are several different types of ringtones that you can use to differentiate when your desk phone rings versus when someone else's desk  phone rings. If you have multiple lines on your phone, you can also set a specific ringtone for each line.

To change your ringtone type:

  • Tap More.
  • Then tap General.
  • Tap Ringtones.
  • If you have multiple lines, tap on the line whose ringtone type you want to set.
  • Tap on the ringtone you want to use. A preview of the ringtone will automatically play.
  • Tap the back arrow at the top left of the screen once you have made your selection.

Voicemail

Access your voicemail
  1. Tap the Voicemail button.
  2. Tap on a voicemail message to listen to a message or view more details about the call.
How do I know if I have new voicemail messages?

There are several ways you will know you have a new voicemail message:

  • You will see the indicator light flashing red on your CCX 700.
  • There will be a message icon next to the Voicemail button.
  • You will receive a notification in your email with the message attached.
Listen to your voicemail messages
  1. Tap the Voicemail button.
  2. Tap on a voicemail message to listen to a message.
  3. If the voicemail does not automatically begin playing within a few seconds, press the Play button. A transcript of the message should also appear below the voicemail message.
Delete one or more voicemail messages

Delete All Voicemail Messages

  1. Tap the Voicemail button.
  2. Tap Clear at the top right.
  3. All of your voicemail messages will be deleted from the CCX 700.

Delete One Voicemail Message

  1. Tap the Voicemail button.
  2. Tap and hold on the voicemail message you want to delete. Then slide your finger to the left.
  3. Tap on the Delete button that appears on the right side of the voicemail message
  4. The voicemail message is deleted from the CCX 700.
Record a voicemail greeting or switch between existing greetings

You are not able to record voicemail greetings using the CCX 700. You will need to log in to your Zoom web portal and from there you can record a new greeting or switch between existing greetings.

2. Select Phone from the navigation panel on the left. Then, click Settings.

Zoom Phone Settings on the web
  1. From the navigation panel, click Phone.
  2. Click the Settings heading.

3. Scroll to find Greeting & Leave voicemail instruction under the Call Handling section. If you want to change your voicemail greeting from the default, click Edit. Then, select Choose from Asset Library or Add Audio.

Call Handling settings in Zoom web portal
  1. Click Edit to change your voicemail greeting.
  2. If you have previously uploaded or created an audio file that you want to use as a voicemail greeting, select Choose audio from Asset Library.
  3. If you would like to upload a new audio file, select Add Audio.
3.1. To choose from your Asset Library, select the file you want to set as your default voicemail greeting. Then, click Save.
Choose from Asset Library screen
  1. Select which file you want to use as your greeting.
  2. Click Save.
3.2. To record a new voicemail greeting, click Record by Computer. Then, type in the Asset Name. Select Voicemail Greeting from the Category menu. Select a language from the Language menu. Then, click the Record button to begin recording your message. When you're finished, click Add.
Record by Computer screen
  1. Click Upload.
  2. Enter a title in the Asset Name.
  3. Select Voicemail Greeting from the Category drop-down menu.
  4. Select a language from the Language drop-down menu.
  5. Click the Record button to record your message.
  6. Click Add to add the recording to your Asset Library and set it as your voicemail greeting.

Need More Help?

Contact the IT Help Desk at [email protected] or 657-278-7777 for additional assistance.

View Troubleshooting & Resources guide for Zoom Phone.