How to Transfer a Call

How to Transfer a Call

How does it work?

The first type is the Consultative transfer.  This is where the person who answers the phone speaks to the person they are transferring the call to, usually to introduce the caller.  The opposite of the Consultative is the Blind transfer.  That is where the person who answers the phone does not speak to the person they are transferring the call to, and simply sends it through. 

 

 

Making a Consultative transfer:

 

1.    During a call, press the Transfer button, or the Trnsfer soft key (they do the same thing)

2.    Dial the desired number (could be an extension, or an outside line)

3.    Press the Send soft key (if you dial a 10 digit number, the call continues without having to press the Send soft key)

4.    Announce the call (If the called party is not available, press the Cancel soft key to return to the original caller)

5.    Press the Transfer button, or the Trnsfer soft key

6.    The parties are now connected

 

Making a Blind transfer:

1.    During a call, press the Transfer button, or the Trnsfer soft key (again, they do the same thing)

2.    Press the Blind soft key

3.    Dial the desired extension (or outside line)

4.    Press the Send soft key (if you dial a 10 digit number, the call continues without having to press the Send soft key)

5.    The parties are now connected

 

At anytime when you are dialing a number, you can press the backspace button to make corrections, or press the Cancel soft key to return to the caller.

 

Call Transfer

 

What is it?

If you have answered a call, and the caller really should be speaking with someone else, there are several ways to transfer the call to the correct party.

 

How does it work?

This feature lets you move a call to another telephone by using the transfer button and dialing the other phone. The transferred call is either announced (consultative) or unannounced (blind).  Calls may also be transferred using The Toolbar.

 

How do I activate it?

There are two methods, transferring on the phone, and on The Toolbar:

 

Phone method -

1.    During a call, press the Transfer button, or the Trnsfer soft key (they do the same thing)

2.    Dial the desired number (could be an extension, or an outside line)

3.    Press the Send soft key (if you dial a 10 digit number, the call continues without having to press the Send soft key)

4.    Announce the call (If the called party is not available, press the Cancel soft key to return to the original caller)

5.    Press the Transfer button, or the Trnsfer soft key

6.    The parties are now connected

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