Transfer a Call

When you are handling a call, it may become necessary to transfer a caller to another user.

There are three different ways a call can be transferred:

1. Transfer using an Attended/Warm Transfer.
2. Transfer using a Blind/Cold Transfer.
3. Transfer a caller to a Voicemailbox. 

Perform an Attended Transfer

When you need to transfer a call to another person, it may be a good idea to talk with the person you are transferring to before completely transferring the call. This can be done using an Attended Transfer.

To perform an attended transfer…

1. Click the Attended Transfer icon.
   
2. Use the Transfer call dial pad to dial the extension number or phone number of the person taking the transfer.
   
   

   Quick Tip: Alternatively, you can click a Quick Dial or a Contact to avoid having to dial. 

   

3. Click the Call  button. 
4. When you are done speaking to the person you are transferring to, click the Complete Transfer icon.
   

Perform a Blind Transfer

If speaking to the person you are transferring to is not necessary, you can send a call straight to that person using a Blind Transfer.

To perform a blind transfer…

1. Click the Blind Transfer icon.
   
2. Use the Transfer call dial pad to dial the extension number or phone number of the person taking the transfer.
   
   

   Quick Tip: Alternatively, you can click a Quick Dial or a Contact to avoid having to dial. 

   

3. Click the Call  button. 

Transfer a Caller to Voicemail

In some cases, it may be necessary to transfer a caller to another user's voicemailbox. 

To transfer a call in this way…

1. Click the Blind Transfer icon.
   
2. Dial the Feature Code for the user's voicemailbox. 
   
   

   Quick Tip: Most accounts use 1+EXT (e.g., 1103 for dialing extension 103's mailbox) as the code for dialing into the mailboxes of other users. 

   Find Your Mailbox's Dialable Code

    

   Reference the Feature Codes for Your Users as an Admin

    

   If you do not have access to the ES web portal, feel free to contact our technical support team to learn more about the dialable codes you can use. 

3. Click the Call  button.

Cancel a Transfer

If a transfer is no longer needed, you can exit out of transferring by clicking the Cancel X icon.