Transfer Calls

You can transfer a received call to a desired contact either after consulting with the contact (warm transfer), or without consulting (blind transfer). If the contact is on another call, they will see a call waiting with caller ID attached, and the call will follow the call handling rules set for the contact. Alternatively, you can check the contact's presence status before transferring the call. If the status indicates the contact is busy, you can transfer to voicemail, or park the call and inform the contact via chat.
You can perform a blind transfer within or outside your phone system, and a warm transfer only within your phone system:

Blind transfer involves transferring a call to a contact without consulting. You can perform a blind transfer within your phone system via contact details, or from the call controls.

To perform a blind transfer via Contact Details:

  1. In the contact directory, select a contact to bring up the Contact Details.
  2. Click Transfer. The call is transferred to the selected contact.

To perform a blind transfer via Active Call:

  1. During an active call, click the Transfer icon to transfer.
  2. At the prompt, enter a phone number to transfer to.
  3. Click the Call transfer icon next to the entered phone number.
    Wait to make sure that the transfer is complete.

You can transfer an inbound call to any number outside the phone system; simply enter the destination number and click Transfer.

  1. During an active call, click the Transfer icon to transfer.
  2. At the prompt, enter a phone number to transfer to.
  3. Click the Call transfer icon next to the entered phone number.
    Wait to make sure that the transfer is complete.

Warm transfer involves consulting the contact before transferring a call.

  1. Put the active call on hold.
  2. In the contact directory, select a contact to bring up the Contact Details.
  3. Click Place Call.
    A call is initiated to the desired contact.
  4. Accept the outgoing call.
  5. Once the call is answered, inform the contact about the call.
  6. In the On Hold tab, click the Warm transfer icon to transfer the call.

Note: If multiple calls are on hold, the transfer button is visible on all calls on hold. Transfer the On Hold call directly below the Active Call as shown above. You can transfer any call with a visible transfer button to the current active call.

Consult by Chat

You can also consult by chat before transferring a call.

  1. In the contact directory, select a contact to bring up the Contact Details.
  2. Click the Chat icon to initiate a chat session with the contact.

    A chat box appears in Switchboard Pro.
  3. Enter a message to inform the contact about the waiting call in the chat box, and send.

Transfer to Voicemail

If a contact is unable to take a call, you can transfer the caller to the contact's voicemail by selecting Voicemail from the Contact Details menu. You can also transfer a caller to a contact's voicemail at any time.