Calls - Transferring

Calls - Transferring

How do I transfer a call?

Method One:

  1. More button in TeamsClick ‘More’ icon in the top menu bar.
  2. transfer option in TeamsClick ‘Transfer’.
  3. search for the person to call and then click transferEnter the name of the person you wish to transfer the call or, type the phone number or use of the suggestions listed.
  4. Click the ‘Transfer’ button.

Method Two: Check-in before transfer

You may want to check in with the person before transferring a call to them.

  1. consult then transfer option in more toolbarClick the ‘More’ icon in the top menu bar.
  2. Click ‘Consult then transfer’.
  3. Search for person then click consult buttonEnter the name of the person you wish to transfer the call or, type the phone number or use of the suggestions listed.
  4. Click ‘Consult’.
  5. Transfer complete buttonClick ‘Transfer’ if the person is happy to take the call.
  6. Take back call/resumeIf they don't wish to take the call ask them to hang up. A ‘resume’ button will be displayed. Click this to take back the call.