Issue/Question
How do I transfer a phone call to another number?
Resolution
- While speaking with caller, press Transfer button.
- After hearing dial tone, dial number of extension you are transferring to.
- If transfer recipient answers, let them know who is calling and ask if they want to take the call.
- If recipient wants to take the call, press Transfer button again.
- If recipient wants to send the caller to their voicemail:
- Hit End Call button followed by Resume button and let caller know that recipient was unavailable. Ask if they would like to leave a voicemail.
- If they want to leave a voicemail:
- Press Transfer.
- Dial extension you are transferring to.
- Press Transfer once phone rings.
- If they don't want to leave a voicemail, communicate any details provided by recipient and ask the caller to call back later.
- While speaking with caller click and then Transfer.
- Input 5-digit phone extension you are transferring to. (5 + transfer recipient's extension).
Note: You can transfer to external phones by entering 91 before area code and phone number.
- Click green Call to begin transfer.
Note: This places the original caller on hold while dialing the transfer recipient, allowing for a warm transfer if needed.
- Consult with transfer recipient as needed if a completing warm transfer.
- Click Transfer to bring caller off hold, merge calls, and remove yourself from call.
Warm Transfer
- While speaking with caller, click Consult.
- Click Dialer.
- Input 5-digit phone extension you are transferring to. (5 + transfer recipient's extension).
Note: You can transfer to external phones by entering 91 before area code and phone number.
- After consulting with call recipient, click Transfer to connect caller and remove yourself from call.
Cold Transfer
- While speaking with caller, click Direct Transfer.
- Click Dialer.
- Input 5-digit phone extension you are transferring to. (5 + transfer recipient's extension).
Note: You can transfer to external phones by entering 91 before area code and phone number.
- To connect caller to recipient, click Direct Transfer below where phone number was entered.