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How do I transfer a call to another phone user using the transfer button?

Description

How do I transfer a call to another phone user using the transfer button?

 

Resolution

There are two ways to transfer a call to another person.  You are able to transfer a call and just let the call go (Blind Transfer) or you can transfer a call to a person, speak to the end person, then complete the transfer (Attended Transfer).  

Most of the time the Blind Transfer will be the method that you would use.  While the attended transfer would be used to checkin with the person that you are transferring to to ensure they are ok with receiving the call.

Case: Regular Blind Transfer

  1. While speaking to the person you wish to transfer.
  2. Press the transfer (or Xfer) button on your phone then enter the extension of the other phone user.
  3. After you have entered the extension of the target person you wish to reach you can either hangup your phone or press the transfer (or Xfer) key a second time.
  4. The call should now be ringing on the target persons phone.

Case: Assisted Transfer

  1. While speaking to the person you wish to transfer.
  2. Press the transfer button on your phone then enter the extension of the other phone user.
  3. After you have entered the extension of the person you wish to reach wait for the target person to pick up the phone, briefly explain the nature of the transfer.
  4. Either:
    • Press the transfer (or Xfer) button to complete the transfer.
    • Press the cancel button to take the call back.
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