Transfer a Call

Desk Phone

An Attended Transfer lets you announce the call prior to transferring it.

Press the Transfer key during a call.

Enter the phone number or extension you want to transfer to and wait for the call to connect.

Once the call connects, you will now be on a private call with the person you are going to transfer the call to announce who you are transferring.

Press the Transfer key again.

If you get the voicemail message for the person you are attempting to transfer the call to, you can still press the Transfer key to send the call to voicemail.

Soft Phone/App

While on an active call, click the Attended transfer button to be presented with the below screen.

*Note: If using the Expanded view you will already have the keypad showing and you can proceed to step 2.*

Click Keypad or Contacts to dial or locate a contact you wish to transfer the call to.

If dialing an extension or number, dial your number now. If using a contact, simply select the contact you want to transfer to.

Click the green call button to initiate a call to the recipient

Once the recipient answers the call you can now speak to that person before you transfer the caller.

*Note: You can also start a 3 way conference call by clicking the Merge call button (2 arrows pointing together), this will merge you, the caller and the person you were transferring the call to.