Get Ready to Transition to Zoom Phone - Pre-transition Checklist

All users: If you haven't logged into Zoom before, please do so as soon as possible. Your U-M phone number cannot be transitioned to U-M Zoom Phone without this step.

Softphone Users: Make sure the Zoom application is installed on the device you want to use for your U-M phone calls. (e.g. U-M provided laptop or desktop, personal cell phone, etc.) Zoom has to be open on the device you are using to receive calls.

This step is OPTIONAL. U-M Zoom Phone offers a new voicemail service. Your voicemail box will be permanently deleted one week after your service is transitioned to U-M Zoom Phone. Make sure to review, delete and/or download any existing voicemails you may need for the future. Don't forget . . . most people received copies of their voicemail as emails originally.

• Ann Arbor Campus: Review documentation for Microsoft Exchange voicemail.
• Dearborn Campus: Review documentation for Cisco Unity voicemail.
• Flint Campus: Review documentation for Cisco Unity voicemail.

All users: Regardless of whether you use Zoom Phone with a softphone only or with a deskset, it is important to familiarize yourself with Zoom Phone's features and benefits.

Personalize your Zoom Phone experience through the U-M Zoom web portal. For example, you can

• Set your business, closed and holiday hours.
• Set your call handling rules to route your calls where you want them to go.

Deskset users: Please visit Equipment for Zoom Phone Users to see an overview video and view and/or print the Zoom Phone Poly VVX 250 Quick Start Guide.

• You’ll receive an email confirming your transition, and relaying the steps for setting up your U-M Zoom Phone.
• After you log into the Zoom desktop app, you should see the U-M Zoom Phone icon appear at the top of the Zoom application.

If your phone number is being transitioned to Zoom Phone and you are not scheduled to receive a replacement deskset, you are eligible to receive a project-funded headset to use with your computer if you need one. The following links describe how to order a headset starting Monday of the week your number transitions.

See headsets for Zoom Phone users on your campus:

• Ann Arbor
• Dearborn
• Flint

Desksets are delivered to individual office locations for people scheduled to receive a deskset as part of the transition to Zoom Phone. Your department is responsible for communicating delivery information to you.

Note: It is unnecessary to be present or unlock doors for the delivery.

Old desksets do not work after a number is transitioned to Zoom Phone. In the post-transition checklist, you will receive information about old deskset disposal.