Configure features for the Yealink CP925 conference phone

This guide covers the features and functions of the Yealink CP925 conference phones.

LCD touchscreen

The LCD touchscreen provides useful information and access to advanced features. This screen hosts the following function buttons for the conference phone.

• Softkey buttons - The softkeys are used to perform various functions that  may change to support your current activity. For example, when you’re on a call, the softkey functions help you manage that call.
• Dial pad 
• Menu

Make and receive calls

Place a call

To place a call:

1. Tap Call.
2. Dial the number, the call should be placed automatically.

Answer a call

To answer an incoming call:

1. Tap Answer.

Reject a call

To decline an incoming call:

1. Press Reject.
2. The incoming call will divert to voicemail or to your call forward no answer destination number immediately.

Answering a call while on an active call

To answer an incoming call while on an active call:

1. Press Join conf – your active call will automatically join as a conference call with the other active call.

To decline the incoming call:

1. Press Reject – the incoming call diverts to voicemail or your call forward no answer destination number.

Auto Answer

Auto Answer is a CPE-only feature available on all Yealink or Poly phone models to automatically answer an inbound call.

The following apply to this feature:

• Auto Answer is turned off by default.
• When turned on, inbound calls are answered automatically:
  
  • On speakerphone or on the headset connected after 1 ring when using desk and conference phone models
  • When you pick up the phone from the charging cradle when using the Yealink cordless phones
• The Auto Answer feature can only be managed directly on the phones; there are no portal configuration options.

To configure Auto Answer on Yealink Cordless Phones:

1. Press OK.
2. Select Settings.
3. Select Telephony.
4. Press OK to toggle the feature on or off.
   Note: If this option is enabled, the checkbox is marked. 
5. Press Save.

Speed dial

Direct Station Selection (DSS) keys on Yealink desk and CP925 phones allow you to program speed dialing for any line key slot that is not assigned to a phone number or monitored lines.

To program DSS Keys as a Speed Dial on Yealink Phones:

1. Perform one of the following methods to select the DSS Key Program:

• Press down on the Line Key that does not have anything setup on it from the main screen to open the Dsskey menu for that line key option.
• From the phone, navigate to Menu > Features > Dsskey > pick the Line Key that you want to program the speed dial on.
  

2. Update the options on the Line Key page to the following:

• Type: Change to Speed Dial
• Account ID: Pick which line you want the Speed Dial to dial out from. The default is Line 1.
• Label: Enter the name that will display for the Speed Dial on the DSS Key.
• Value: Enter the phone number or extension number for the Speed Dial to dial out to.

3. Select Save.

Use the DSS Key configured as a Speed Dial:

1. Press the button next to the DSS Key that the speed dial is programmed on.

Enable calling functions

Place a call on hold

To place an active call on hold:

1. Press Hold.
   

Resume a call that was placed on hold

To retrieve a call that’s been placed on hold.

1. Press Resume
   

Initiate a conference call

To initiate a Conference call, while on an active call:

1. Press Invite.
2. Dial the valid number or extension.
3. The two calls will be connected.

To invite additional parties to the call, repeat these steps.

End a conference call

To end a conference call:

1. Press End Call icon.

Enable do not disturb

To enable Do Not Disturb:

1. Press the DND icon on the screen.

When do not disturb is enabled, all incoming calls will be diverted to voicemail or to your call forward no answer destination number. To disable do not disturb, repeat the steps above.

Transfer a call

Blind/cold transfer

To transfer a call to another person without talking to them privately about the caller beforehand.

While on an active call:

1. Press More (...) icon.
2. Press  Transfer.
3. Enter the phone number and press Transfer. This will complete the blind transfer.
   

Consulted/warm transfer

To talk privately about a call before transferring:

1. While on an active call, press More (...) icon.
2. Press Transfer.
3. Enter the phone number, press Call. The first call will be automatically placed on hold and the destination party’s phone will ring.
4. When the destination party answers, you can talk privately about the call before transferring.
5. To complete the transfer, press Transfer again.
   

Direct transfer to voicemail

To transfer a call directly to another user’s voicemail without ringing their phone, while on an active call:

1. Press the More (...) icon.
2. Press Transfer.
3. Dial *55
4. Press Call.
5. Enter the extension you would like to transfer the call to. This completes the transfer to voicemail.

Park and retrieve calls

Call park is a shared hold that allows you to “park” a call on one phone and retrieve it on another phone. For example, if you receive a call from a customer with a question about their archived file, you can park the call and retrieve the call from the file room phone to answer their account questions.

To park a call:

1. Press More (...) icon.
2. Press the Park.
3. Enter the extension where you would like to park that call against or press the # (pound) key to park the call against your own extension.

To retrieve a parked call from any phone:

1. Press Call.
2. Press Retrieve.
3. Enter the number or extension the call was parked. If it was your own extension, press Pound (#).

Call park direct

Initiate parking a call using call park direct in three different ways:

• Star Code
• Park soft key on Poly and Yealink Desk/Conference phones
• Call Park Option on Yealink Cordless Phones

To park a call using star codes:

1. Put the active call on hold.
2. Initiate a new call while the call is still on hold, then dial *68.
   The call park feature asks where to park the call.
3. Perform the appropriate action:
   
   • Press # to park against the extension the call is currently on.
   • Enter the extension number of the user or the full 10-digit phone number to park the call against a different number.
     The caller hears the normal hold music, and the call is placed on hold.
     The call is no longer on the phone or the number the call was on.

If a parked call does not get retrieved before the recall time, the call is recalled based on the settings set for recall. Recall settings are configured in the portal; refer to call park settings below.

To park a call using the park soft key on Yealink conference phone:

1. Put the active call on hold.

Refer to call hold, pull, transfer, and conferencing for instructions on how to put the call on hold.

2. Select the more soft key option.
3. Select the park soft key option.

The Call Park feature asks where to park the call.

4. Perform the appropriate action:

• Press # to park against the extension the call is currently on.
• Enter the extension number of the user or the full 10-digit phone number to park the call against a different number.

The caller hears the normal hold music, and the call is placed on hold. The call is longer on the phone or the number the call was on.

If a parked call does not get retrieved before the recall time, the call is recalled based on the settings set for recall. Recall settings are configured in the portal; refer to call park settings below.

To pick up a parked call:

1. Dial *88.
   The Call Park Pickup feature asks where to retrieve the parked call from.
2. Enter the extension number of the user or the full 10-digit phone number where the call was parked.
3. Press #.
   The call transfers to the phone that dialed *88 from.

Access your call history

To access Call History for placed, answered, and missed calls:

1. Press Directory.
2. Press the Calls icon in the middle of the top of the Directory page.
3. Use the dropdown to switch between the following lists:
   
   1. All Calls
   2. Missed Calls
   3. Placed Calls
   4. Received Calls
   5. Forwarded Calls

To place a call, select the desired number.

To immediately place a call to a most recently missed call, press the Call return softkey.

This key will only be visible if you recently missed a phone call and if the Missed call shortcut feature is set to On. You may check this setting by selecting the Information and Settings button, User Preferences then Call Preferences.

Retrieve your voicemail

To access your voicemail system:

1. Press More.
2. Press Message.
3. Follow the voice prompts to Choose a PIN, record your name and record your personal greeting.

To retrieve your voicemail:

1. Press More.
2. Press Message.
3. Follow the voice prompts to enter your PIN.
4. The menu options are as follows:
   
   1. Press 1 to access your voicemail box.
   2. Press 3 for Greeting Menu
      
      1. Press 1 to change your name
      2. Press Star (*) to go back to the previous menu.
      3. Press Pound (#) to repeat the menu options.
   3. Press 8 to change your passcode
   4. Press 9 to exit the voice portal
   5. Press Pound (#) to repeat the menu options.

Transfer your voicemail messages

Sometimes you receive voicemail messages that are meant for another co-worker or would like for a colleague to listen to information left in a voicemail message. In these instances, it is easiest to simply transfer the voicemail to his or her extension instead of transcribing the information and calling or emailing your co-worker.

To transfer your voicemail message:

1. Call your Voice Portal, either by dialing *86 or by pressing the Message option, if applicable.
2. Proceed to enter your passcode, usually a 4-digit number followed by the pound (#) key. The prompt for the voicemail menu options will begin.
3. Press 1 to listen to your current voice message.
4. Press 9 for additional options.
5. Press 2 to forward the current message. You will be asked to record an introduction prior to sending the message. Once finished, press the pound (#) key. Note: This step is required, and you will not be able to proceed until you record an introduction.
6. Press 3 to forward to 1 or more destinations.
7. You will then be prompted to enter the extension/mailbox ID of the new recipient followed by the pound (#) key.
8. Your voice message will now be sent to the extension/mailbox ID previously entered.
9. Once finished, you can end the call or listen to additional voicemail menu options.

Setting up your extended away greeting

1. Call your Voice Portal, either by dialing *86 or by pressing the Message option, if applicable.
2. Proceed to enter your passcode, usually a 4-digit number followed by the pound (#) key. The prompt for the voicemail menu options will begin.
3. Press 1 to access your voicemail box.
4. Press 4 to access the Extended Away Greeting menu.
5. Press 3 to record your Extended Away Greeting. You will be prompted to record your message following the tone. Once finished, click on the pound key (#).
6. To activate your Extended Away Greeting, press 1.
   Note: To deactivate the Extended Away Greeting, follow the steps 1 through 3. When prompted, press 2 to deactivate the Extended Away Greeting.
7. Your Extended Away Greeting has now been activated.