In-Call Transfers

Call transferring is a heavily used feature by many companies.  Done wrong it can irritate customers… So you need to make sure it’s done the right way.  Here are the instructions on initiating attended and blind transfers.  Share this with everyone in the company so they know what they’re and not upsetting customers or other employees.   

ATA-
*Our ATA’s both have the same transfer commands

To transfer with an ATA you need to use the attended transfer function (*2). This depends on the functionality of the analog phone you have connected. You will put the current call on hold, probably using a “Flash” button. Once you hear the dial tone, dial *2 and the 10 digit phone number or extension number you want to transfer to. Once you get an answer, just hang up the phone. The 2 calls should then connect.
The Linksys SPA301 will be the same as transferring with an ATA.

IP Phones:
*Our IP phones have very similar transfer commands.

Cisco SPA303
Performing an Attended Transfer
STEP 1 During an active call, press xfer. The call is placed on hold and a new line is
opened to dial the number.
STEP  2 Either:
• Enter the number to which you want to transfer the call, then press the dial
softkey or wait a few seconds.
• Press the dir softkey and either choose a number from the personal
directory or select the Corporate Directory, then press the dial softkey.
*If you hang up before the second call rings, the transfer fails and the first call is disconnected.
*If you misdial, use the delChar, clear, or cancel softkey to make your changes before the call is transferred.
STEP  3 Press the xfer softkey after the phone begins to ring, or at any time after the phone
is answered.

Performing an Unattended (Blind) Transfer
STEP 1 During an active call, press the bXfer softkey.
STEP  2 Enter the number to which you want to transfer the call and press the dial softkey.
The call is transferred with no further action required on your part.

Polycom IP 450 and 335
Performing a Consultative Transfer
To transfer a call:
1. During a call, press the Trnsfer soft key.
The active call is placed on hold.
2. Do one of the following:
— Enter the number to which you want to transfer the call.
3. As soon as you hear the ring-back sound or after the party answers (and
you speak to the party), press the Trnsfer soft key.
*You can talk privately to the party to which you are transferring the call before the transfer is completed.
*If you are using a handset, the transfer can be completed by putting the  handset on the cradle.
*You can cancel the transfer before the call connects by pressing the Cancel soft key.

Performing a Blind Transfer
To perform a blind transfer:
1. During a call, press the Trnsfer soft key.
2. Press the Blind soft key.
3. Enter the number to which you want to transfer the call.

Panasonic KX-TGP500
Outside calls can be transferred to an outside party
1. During an outside call, press MENU.
2. Scroll to “Transfer” press SELECT
3. Dial the phone number.
*You can dial the phone number from the phonebook
*To correct the number, press {CANCEL} to clear the number and enter again.
4. Wait for the paged party to answer.
*If the paged party does not answer, press CANCEL 2 times to return to the outside call.

Transferring a call without speaking to the outside party
1. During an outside call, press press MENU.
2. Scroll to “Blind transfer” press SELECT
3 Dial the phone number.
*You can dial the phone number from the phonebook
*To correct the number, press CANCEL to clear the number and enter again.
4. Press TRANS and the outside call rings at the other unit.

Communicator

Blind Transfer (transfer this call now):
1. During a call, click the “Transfer” button; the active call will be placed on hold and a call entry field appears.
*If you change your mind and want to resume the call, press the “X” button on the right side of the panel.
2. Type a number or extension to which you want to transfer the call, or select a contact from your Contact List.
3. Click the “Transfer now” button. (If it says “Call First,” click the drop-down menu and select “Transfer Now.”) You will be disconnected immediately.

Attended Transfer (call, then transfer):
1. During a call, click the “Transfer” button; the active call will be placed on hold and a call entry field appears.
*If you change your mind and want to resume the call, press the “X” button on the right side of the panel.
2. Type a number or extension to which you want to transfer the call, or select a contact from your Contact List.
3. Click the “Call First” button. (If it says “Transfer Now,” click the drop-down menu and select “Call First.”)
4. You will have the opportunity to speak with the transfer recipient first; you can also hold, resume or cancel either of the calls.
5. After speaking with the new party, press the “Transfer Now” button; you will be disconnected immediately.

Windows users can change the default behavior of the “Transfer” button to either “Transfer Now” or “Call First.”
  *Windows users: In the “Softphone > Preferences” screen, click the “Application” tab and scroll down to the “Default Actions” section.

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