Transfer a call
Call Transfer feature allows you to transfer an ongoing call to another number. For example, if you receive a call from a customer who reaches the wrong person or team, you can transfer the call to the correct one rather than asking the customer to hang up and call a different number.
Types of Call Transfer
There are two types of call transfer:
- Blind Transfer: Transfer an ongoing call to a third
party immediately without giving him or her prior notification.
For more information, see Perform a blind transfer.
- Attended Transfer: Put the ongoing call on hold and
establish a second call with third party to pass on all relevant information
and get his or her consent before transferring the call.
For more information, see Perform an attended transfer.
Perform a blind transfer
- During an active call, click
(Transfer) on the call screen, then select
Blind Transfer.
The call is put on hold.
- Select
the desired individual using
either
of the following methods.
- In the right-panel, select a list and click on the desired extension
user or contact who you want to transfer the call to.
- In the search bar, enter the number or the name of the extension
user or contact who you want to transfer the call to, then select
the desired number from the result.
The current call is disconnected; The specified extension user or contact will receive the call. When the call is answered, the other two parties are connected.
- In the right-panel, select a list and click on the desired extension
user or contact who you want to transfer the call to.
Perform an attended transfer
- During an active call, click (Transfer) on the call
screen, then select Attended Transfer.
The call is put on hold.
- Select
the desired individual using either of the following
methods.
- In the right-panel, select a list and click on the desired extension
user or contact who you want to transfer the call to.
- In the search bar, enter the number or the name of the extension
user or contact who you want to transfer the call to, then select
the desired number from the result.
The specified extension user or contact will receive a call.
- In the right-panel, select a list and click on the desired extension
user or contact who you want to transfer the call to.
-
If the specified contact answers the call, you can talk to the contact to pass on all relevant information first, then click Transfer.
The current call is disconnected; The other two parties are connected.