Zulu Softphone: How to Use the Software (including signing in/out and basic functions)

Sign In to Zulu (VPN connection required when off campus)

1. Log in with the following information:

   1. Username: username@carlpbx.its.carleton.edu (ie. fschiller@carlpbx.its.carleton.edu)

   2. Password: your normal Carleton password. 

2. Do not change the port number below the login info.

3. Click Login

If you do not have a Zulu account yet (if you go through the set-up phase and cannot connect), please submit a request to the ITS Helpdesk

Signing out of Zulu

If you are viewing your Zulu window while logged in and able to take calls:

1. Click on the 3-line menu in the top left of the Zulu Softphone window, up near your name

2. Select Log Out 

If you see a screen like this, click the X icon:

Zulu Software Main Screen

When you open the Zulu software your name and extension will show at the top of the screen.

Buttons on this main screen:

Activity buttlon - show numericaly the calls that have been made and received

Keypad - used for dialing and receiving calls

History - chronological list of calls made and received

Voicemail Button - this is NOT functional.  

Search Button: click on the Search Button to look up internal extensions by typing in the first or last name of the person or the department name. Click on the phone number to dial    the number.

Common Zulu Softphone Functions

Making and Receiving Phone Calls

To make a call:

1. Click the keypad icon to open the number pad
2. Click on the numbers or type to dial the number you want to call
3. Press the green phone icon

To answer a call:

1. The Zulu software application MUST be open to receive calls 
   • If you do not have Zulu open, calls will go directly to voicemail
2. An incoming call will ring through your computer speaker or headset, and the Zulu application (if open) will pop up to the forefront on your screen
3. Click on the green phone icon to answer the call

Keypad

The Keypad is where you dial out and receive calls. You can dial the 4 digit extension for internal calls or dial the phone number using an 8 for an outside line  (ie. 8507645XXXX)

Buttons when on an Active Call

 


 Mute Button 

1. Press the mute icon 
2. The icon will change to indicate you are muted
3. To unmute, press the mute icon again, and it should change back to the standard microphone

 Hold Button 

1. While on the call, press the hold icon 
2. To resume the call, click the Hold Button again to take the caller off hold

 Transfer Button -   Blind Transfer or Attended Transfer 

Transfer a Call

Blind Transfer: when you transfer a call without introducing the caller

1. While on the call, press the transfer icon in the toolbar
2. In the keypad green box, enter the number you wish to dial
3. Press the orange phone icon to complete the transfer.

Attended Transfer: when you transfer a call with introducing the caller

       1. While on the call, dial *2 (wait till you hear the phone attendant say "transfer"), then enter the intended extension or phone number you want to transfer the call (using an 8 for an            outside line and area code). Introduce your caller and then hang up to finalize the transfer

 End Call Button - click the End Call Button to end your call

Forward a Call

1. Press the keypad icon to open the number pad
2. Press the buttons or type *96
3. Click the green phone icon
4. It will ask you to enter the extension or phone number you would like to forward your calls to (using an 8 for an outside line 8507xxxxxxx). There will be a brief pause and then it will tell you that the phone has been forwarded to the extension or phone number you entered 

Turn call forwarding off typing *96. There will be a brief pause and then it will tell you that the call forwarding has been deactivated.