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

A “softphone” functions as a phone, but operates on your computer without a physical or “hard” handset or desk phone. Zulu is the softphone application used for making and receiving calls from your computer.

NOTE: Unlike a physical phone, which is always ready to take calls, a softphone will only work if the software is open.  You will need to open the software every day to make and receive calls.

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:

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

Hold, Transfer, Mute

Hold:

1. While on the call, press the hold icon which looks like a pause symbol
2. To resume the call, 

Transfer:

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.

Mute:

1. Press the mute icon which looks like a microphone
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

More Information

• Descriptions of the buttons and screens you may see while using your Zulu softphone