Transferring
Calls - Zoom Phone
Transfer methods
You have access to
three transfer methods on the Zoom Desktop Client and Mobile App:
Warm transfer: Places your call on
hold while you complete the transfer. This option is useful if you need to
navigate an automated answering machine for the caller or if you want to speak
to the receiving party before your call is transferred.
Blind transfer: Transfers the call to
the number and immediately hangs up your call. If there are any phone menu
prompts, the other party will have to complete them.
Transfer to voicemail: Transfers the call to
the voicemail of a specified phone number.
Transferring
from a Cisco desk phone
There are
only two different methods to transfer calls from desk phones.
The first method you'll need to hit the ellipsis in the lower
right corner of the phone display. This will show additional options, one of
which will be transfer. You'll then need to hit transfer and dial the number
you're transferring to then press call. At this point, you'll need to remain on
the line to speak with whom you dialed, letting them know you're transferring a
call to them. Once that has been agreed upon, you'll be able to hit transfer
and the call will be connected.
The second
method is very similar to how call transferring operated within our former
phone system. You'll start by hitting the ellipsis in the lower right corner of
the phone display, then select the option called "BlindXfer". You'll
then need to dial the extension you're transferring to. The call will then
successfully transfer to that extension.
How to
transfer a call using the desktop client
·
Sign in to the Zoom Desktop Client.
·
Click Phone.
·
Make or receive a call.
·
During a call, click Transfer.
· Dial a number to transfer to.
· Click the blue transfer button and select a transfer method.
· If you selected Warm Transfer, the current call will be placed
on hold while you connect to the dialed number. Click Complete Transfer to
transfer the call and hang up your phone. You can use most in-call controls
before completing the transfer. Click Cancel Transfer if you want to cancel the
warm transfer and return to the original call.