Transfer Calls

Let’s say you receive a call intended for a specific member of your department, or you are calling an external contact to get them in touch with a colleague who wants to speak with them; you can simply transfer the active call to the recipient. Choose either warm transfer or cold (or blind) transfer. With warm transfer, you announce the call to the person you are transferring the call to. With a blind transfer, you send the call directly to the extension without announcing it. You can transfer a call to another extension, or an external phone number, or to a voicemail.

Features

To perform a warm transfer:

  1. While on a call, click the More icon to open a menu.
  2. From the menu that pops up, select Transfer to bring up your contact directory. Then:

    Note: If you try to transfer while managing two calls, the Warm Transfer icon does not show up as a transfer option; you can only use direct transfer or transfer to voicemail. The option to use warm transfer is available if you are managing one call.

  3. Once the contact is notified, click the Direct Transfer icon above the main call screen to transfer. The call and the contact are disconnected from you, and the call is transferred.

To perform a blind transfer from the call screen:

  1. While on a call, click the More icon to open a menu.
  2. From the menu that pops up, select Transfer to bring up your contact directory. Then:The call is disconnected from you, and transferred.

To perform a blind transfer from contact search:

  1. While on a call, click the More icon to open a menu.
  2. From the menu that pops up, select Hold to place the other party on hold.
  3. Click Search in the header to bring up a search box you can use to find specific contacts.
  4. In the search box, begin typing the name of the person to transfer to. As you type, your search results narrow down.
  5. Next to the desired contact, click the Direct Transfer icon to transfer. The call is disconnected from you, and transferred.

To transfer a call to a contact's voicemail:

  1. While on a call, click the More icon to open a menu.
  2. From the menu that pops up, select Transfer to bring up your contact directory. Then:
  3. The call is disconnected from you, and transferred. The contact you selected for the transfer receives a voicemail without hearing their phone ring.

 


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