Transfer a Call

While you are handling a call, you may find it necessary to send your caller to a different destination.
There are four different ways you can transfer calls:

1. Blind Transferring
2. Semi-Attended Transferring
3. Consultative Transferring
4. Transferring to Voicemail (for internal users)

Perform a Blind Transfer

If you need to transfer call to someone else, you have the option to send the call straight to that other person without speaking to them using a blind transfer.

To perform a blind, or cold, transfer…

1. Press the Transfer button or the Transfer softkey during a call.
2. Select More → Blind Transfer.
3. If needed, press More → Consultative to switch back to a consultative transfer.
4. Do one of the following:
   • Dial the extension or phone number to call and press the Send softkey.
   • Use the Up or Down navigational buttons to hover over a recent caller and press the Send softkey.
   • Press the Directories softkey, select the specific directory (Contact Directory, Call Lists, Favorites), and press Dial softkey.

Perform a Semi-Attended Transfer

When you are performing an attended transfer, you may find that you actually do not need to speak to the person you are transferring to. You can do a semi-attended transfer instead by sending the caller “blindly” to the other party's mailbox or forwarding destination. This can be useful if you realize that person has become unavailable. 

To perform a semi-attended transfer…

1. Press the Transfer button or the Transfer softkey during a call.
2. Do one of the following:
   • Dial the extension or phone number to call and press the Send softkey.
   • Use the Up or Down navigational buttons to hover over a recent caller and press the Send softkey.
   • Press the Directories softkey, select the specific directory (Contact Directory, Call Lists, Favorites), and press Dial softkey.
3. When you hear the ringback tone, press Transfer to finish the semi-attended transfer.

Perform a Consultative Transfer

If you would like to speak with the person you will be transferring a call to, you can use a consultative transfer. 

To perform a consultative, or attended, transfer…

1. Press the Transfer button or the Transfer softkey during a call.
2. Do one of the following:
   • Dial the extension or phone number to call and press the Send softkey.
   • Use the Up or Down navigational buttons to hover over a recent caller and press the Send softkey.
   • Press the Directories softkey, select the specific directory (Contact Directory, Call Lists, Favorites), and press Dial softkey.
3. After the contact answers the call, speak with them and then press Transfer to finish the consultative transfer.

Transfer to a User's Voicemailbox

During an active call, you can transfer a caller to another user's voicemailbox. This can be useful when you know that user is out of the office, or if the caller only wants to leave that user a voicemail.

To transfer a call to the voicemailbox of an internal user…

1. Press the Transfer button or the Transfer softkey during a call.
2. Select More → Blind Transfer.
3. If needed, press More → Consultative to switch back to a consultative transfer.
4. Dial the mailbox code for the other user and press Transfer.
   • For Stratus users, dial 03 and the extension number of the user.
     

     For example… If I wanted to transfer a caller to the mailbox of user 101, I would dial 03101.

      
   • For Enswitch users, dial the feature code associated with the mailbox.
     

     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

     If you are not sure what your mailbox's feature code is, you can check this and the other feature codes you are set as the Owner for by logging into the ES web portal as a basic user.

     To find your mailbox's feature code…

     1. Log into the ES web portal.
     2. Navigate to Features → Feature codes.
     3. Take note of the Feature Code shown that is marked for your extension's Mailbox. 
     

      

      

     Reference the Feature Codes for Your Users as an Admin

     Admins of the ES web portal can check the Feature Codes shown for all of their users using the web portal. 

     To check the feature codes for the whole account…

     1. Log into the ES web portal.
     2. Navigate to Features → Feature codes.
     3. View and take note of the feature codes for your users.
     
     4. If needed, click the Export as .csv button to download this list of feature codes as a spreadsheet that you can keep record of and share with your team.
     

      

      

     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. You can also read this article to learn how you can create a code for dialing a mailbox.

      

Select Your Default Transfer Type

By default, your phone will perform consultative transfers. If needed, you can configure your phone to perform a Blind Transfer by default. 

Switching your default transfer type can be useful when you know that you prefer to transfer one way over another. 

To view and set your Default Transfer Type…

1. Press the Home button.
2. In the Main Menu, navigate to 10 Settings → 1 Basic → 1 Preferences → 10 Default Transfer Type.
3. Select either Consultative or Blind.
   

   ✔ Now any transfers initiated with the Transfer button and Transfer softkey will start out as the default transfer type you have selected. 
   When you press the More softkey, the other type of transfer will be shown as an option to switch to. 

   This applies as well to transfers done using the Directories feature, Recent Calls section of the Dialer, and BLF/speed dial keys.