Transfer a call to a teammate
Hand a live call to a teammate, a team, an extension or another number, straight away or after talking first.
Transfer is in the call buttons of the Phone page during a call. Search a teammate by name or extension, or type a full phone number.
In this video
Step by step
- 1
You're on a call. Transfer hands the caller to a teammate, a team, an extension, or another number.
- 2
In the search box, type a name, an extension, or a full phone number.
- 3
Each teammate shows their extension, and whether they can take a call right now. Click the person.
- 4
Transfer now rings them right away. If nobody picks up, the call comes back to you.
- 5
Talk first puts the caller on hold with music while you speak to your teammate. Then you complete the transfer, or go back to the caller.
- 6
Back returns to the list. Cancel closes Transfer, and the call carries on with you.
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