How to Make a Call Transfer

Transfer a Call:

Select the Transfer from the available Options

The current call will be placed on hold.

During an active call (inbound or outbound), select the Transfer option. You’ll be presented with two types of transfers:

Blind Transfer

1. Enter the extension code of the Advisor you wish to transfer the call to.
2. Select Blind Transfer from the transfer options.
3. Once the call starts ringing on the other Advisor’s device, the call will immediately end on your side.

Attended Transfer

1. Enter the short code of the Advisor you want to transfer the call to.
2. Select Attended Transfer from the transfer options.
3. You will first be connected to the Advisor for a brief discussion.
4. Then you can:
   1. Select Complete Transfer to hand over the call, or
   2. Select Cancel Transfer if the team member has already provided the needed information, and the transfer is no longer necessary.