Call Transfering

Transfer calls internally to a team member, to a queue, or an external number.

Use 'Cold Transfer' to transfer call directly without speaking to your colleague or the external party first. Use 'Warm Transfer' to speak with a colleague or external party before transferring the call.  

Cold Transfer

Screenshot 2024-07-17 105859

    While on a call or a call is on hold, you can cold transfer: 

    1. Click the Screenshot 2024-07-17 110002 icon to open Contacts Search

    2. Type name, number, or extension of the person you would like to transfer too. 
    3. Click theScreenshot 2024-07-17 105841 icon to dial the other participant and connect the calls.

     

    Screenshot 2024-07-17 110122

     

     

     

     

     

     

     

    Warm Transfer 


    While a call is on hold, you can warm transfer (recommended):

    1. Click the 'Screenshot 2024-07-17 110002' and you will be presented with the Recents, Contacts, and Keypad tabs. 
    2. Type the name, extension, or number of the person you would like to transfer to.
    3. Chat privately with the other participant and introduce him to the caller on hold.
    4. Click the 'Screenshot 2024-07-17 105841' icon to connect both callers.

      Screenshot 2024-07-17 114550

     

     

     

    Internal Transfers

    Transfer to team members from dial box or directory list.

     

    External Transfers

    Transfer calls to someone outside your organization. 

     

    Transfer to Queue 

    Transfer to a queue, or group. 

     

    Next: Hold and Mute