How do I transfer a call?

The transfer feature allows a user to transfer a call to any valid extension. This can be an actual phone/user, or a Ring Group, Dial Plan, Call Queue, Voice Mail, Conference Room, etc.

Transfering a call on a Yealink phone

Transfer a call (XFER)

Also known as an attended transfer, this allows the agent to put the caller on hold, call the party that is going to receive the call and announce that a call is being transferred or not, prior to the call being transferred.

Attended Transfer

When on a connected call.

Either:

• Press Transfer > Presence Button or Dial Extension > Confirm Call with Remote Party > Press Transfer

Or

• Press Transfer. On some models of phones, it may display "XFER" or "TRAN".

• Dial the extension to which you want to transfer the call.

• This will connect you to the extension where you can notify the person receiving the transferred call.

• To release the call to the receiving party press transfer (XFER) again.

• To cancel the transfer press cancel. This will return the call back to the agent that initiated the transfer.

Blind Transfer a call (BXFER)

This allows the agent to transfer an active call directly to the receiving agent without making an announcement.

When on a connected call.

Either:

• Press the Presence Button
• Dial Extension > Press Transfer
• Press Transfer > Presence Button or Dial Extension > Press Transfer

Transfering a call in the Web App

Blind Transfer to a Line Extension

To add extensions to the panel, please see Add Presence/Extensions to Web App

Blind Transfer via Call Controls

You can also type the extension number or phone number that you would like to transfer the call to. This can include Ring Groups, Switchboards, external numbers, etc. Click either blue button to transfer the call.

Warm (Attended) Transfer

A Warm Transfer is useful when you want to speak with the other phone before transferring the call to them. Usually this is to make sure that they're available and explain why you're transferring the call to them.

First, call the phone that you will eventually transfer the call to. This will place the initial call on hold.

For instructions on adding a call, see Add, Merge & Split Calls in the Web App

Then when you're ready to transfer the call, click the Warm Transfer button. Both calls will be removed from your view.

For additional call handling, we suggest the "Call Park" Feature