First Steps with Polycom CMA Desktop

Polycom CMA Desktop is simple and intuitive. To get started, here are some things you can try. To get more detailed information, use the links to related topics at the bottom of this page.

Add people to your Contacts list

  1. Click to open the Directory.

  2. Start typing a name:

  3. For example, if you type and, your search may find Contacts such as Andrew Jones, Christine Anderson, or Andover Conference Room.

    Tip: For faster searches in large Directories, click and choose the Group that contains the person you're looking for, if you know it.

  4. From the list of names the system finds, click the name of the person you want to add.
  5. Click Add to Contacts.
  6. Polycom CMA Desktop sends an invitation to be on your Contacts list to the person you select, and the name on your Contacts list is identified with .

Tip: The Directory includes current Polycom CMA Desktop users whom you can call, as well as people whose accounts are not yet active. A Polycom CMA Desktop account is activated when the person signs in for the first time. If you want to call an unavailable person, tell him or her to activate the account by signing in. You can then locate the user in the Directory and place a call.

About the icons

Call someone

  1. Do one of the following:
  2. Click Active.bmp Call to start the call.