How to Transfer a Call
When you are on a call and want to the call to go directly to someone’s else extension/phone line you need to transfer the call.
Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination.
By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.
Blind Transfer Method
- Press the “Answer” soft key to answer an incoming call.
- Press the “Trnsfr” soft key.
- Press the “Blind” soft key and dial the extension number of the person you would like to transfer the call to.
- Press the “Dial” button to complete the transfer.
Attended Transfer Method
- Press the “Answer” soft key to answer an incoming call.
- Press the “Trnsfr” soft key to start the attended transfer procedure. This will automatically put the caller on hold.
- Press the “Normal” soft key and dial the extension number of the person you would like to transfer the call to.
- Press the “Dial” button.
- The transfer recipient answers and accepts to take the call.
- Press the “Trnsfr” soft key to complete the transfer.
- The two calls are now merged.
How to transfer a call directly to an extension’s voicemail
- Press the “Trnsfr” key
- Press *4 and the person’s extension number.
- Example for extension 150 – Transfer *4150
- Press “Dial”
- Hang up
If you have questions, please contact us at help@helptechgroup.com. We’re here to get you connected!
Helpful Links
- How to Setup and make changes to your voicemail
- How to change your communication system password
- How to Start a WebMeeting
- How to setup an Android Phone or Tablet
- How to setup an Apple phone or Tablet
- How to change your Voicemail Pin in 3CX
- How to Connect to Your 3CX System
- How to Instantly Chat in 3CX
- How to Park and Unpark a Phone Call
- How to Transfer a Phone Call
- What Happened to Line 1