The steps that you take to transfer a call depend on two things:

1. The phone system software that you are using, and
2. The device that you are using

In all examples, party A is you, party B is the recipient of the transfer and party C is the customer.

Yealink T4

Using 3CX - Attended/Consultative Transfer

Note: This assumes Attended Transfer is enabled for your extension. If you would like to enable attended transfer, please contact us.

1. Party A answers call from party C.
2. Party A presses the BLF key for party B. This places party C on hold and creates a new call to party B.
3. Party B answers the call, and agrees to accept the transfer.
4. Party A presses the Transfer button. Party A is disconnected, and parties B and C are connected to each other.

If party B does not answer, press End Call and then Resume to retrieve the call with party C.

Snom 710

Using 3CX - Attended/Consultative Transfer

1. Party A answers call from party C.
2. While on the phone, press line 2 to start a new call. This is the button to the right of the 6 key. This will place the call from party C on hold
3. Dial the extension number of the person you would like to transfer to and press OK.
4. Party B answers the call, and agrees to accept the transfer.
5. Party A presses the xfer button. Party A is disconnected, and parties B and C are connected to each other.

If party B does not answer, press End Call and then Resume to retrieve the call with party C.

Softphones

Bria Solo

1. Party A answers a call from party C.
2. Party A presses the Transfer this call option on the softphone
3. Party A enters the extension or name of party B and can either transfer the call now, or click the down arrow and select call first.
4. If they selected call first then party B will answer the phone and can agree to transfer.
5. Party A then presses Transfer and parties B and C are connected to each other.

Steps for your phone/system not listed here?

Let us know! You can raise a case with our team by clicking here. We'll let you know how to perform a transfer and then add the steps to this article for everyone to enjoy.