Sometimes a phone call needs to be addressed by multiple people. With Ooma Office, transferring calls to another extension or to a Voicemail box is a snap.

The list below outlines all of the different types of call transfers. Pick the one that is appropriate for your situation and then follow the instructions that correspond to the type of phone you are using!

  1. Blind transfer (one-step)
  2. Attended transfer (two-step)
  3. Direct transfer to an extension’s voicemail

Blind transfer (one-step)

A blind transfer sends the caller to the new extension without any interaction between the person transferring the call and the extension receiving the transfer.

To perform a blind transfer from an anaglo phone, you should:

  1. Press [*][1].
  2. Dial the extension number.
  3. Hang up.

To perform a blind transfer from a Cisco IP phone, you should:

  1. Press the bxfer softkey to place the active call on hold.
  2. Enter the extension or number that you wish to transfer to.
  3. Press the dial softkey.
  4. Hang up.

To perform a blind transfer from a Yealink IP phone, you should:

  1. Press the TRAN button (or Tran softkey) to place the active call on hold.
  2. Enter the extension or number that you wish to transfer to
  3. Hit the TRAN button or softkey again.
  4. Hang up.

To perform a blind transfer from an Ooma DP1 desk phone, you should:

  1. Press the TRANFER button during a call to place the call on hold.
  2. Enter the extension that you wish to transfer to.
  3. Press SELECT.
  4. Hang up.

To perform a blind transfer from the Ooma Office mobile app, you should:

  1. Press the Transfer button on the active call screen.
  2. Choose a user from the company directory.
  3. Press the Transfer button.
  4. The call will automatically disconnect.

Attended transfer (two-step)

If your transfer needs to be announced or explained, or if you want to make sure that the person you are transferring to is able to answer before sending the call over, you can perform an attended transfer.

To perform an attended transfer from an analog phone, you should:

  1. Put the call on hold by pressing [Flash] and listen for a dial tone.
  2. When you hear a dial tone, dial the extension number.
  3. Wait for the extension to answer and then pass along the caller’s name.
  4. Press [*][2] then hang up to complete the transfer or press [Flash] to retrieve the original call and not transfer the call.

Note: If your phone does not have a dedicated [Flash] key, press and quickly release the hook switch on your phone to perform a “Flash.”

Important: If you already have an active and a call on hold, you will not be able to initiate an attended (two-step) transfer. In this case, you may only initiate a blind (one-step) transfer.

To perform an attended transfer froma Cisco IP phone, you should:

  1. Press the xfer softkey to place the active call on hold.
  2. Enter the extension or number that you wish to transfer to.
  3. Wait until the second party answers.
  4. If they wish to take the call, press the xfer softkey again. If they do not wish to take the call or if there is no answer, press the hold button to resume the call.

To perform an attended transfer from a Yealink IP phone, you should:

  1. Press the TRAN button (or Tran softkey) to place the active call on hold.
  2. Enter the extension or number that you wish to transfer to.
  3. Hit the Send button and wait until the second party answers.
  4. If they wish to take the call, press the Tran softkey again. If they do not wish to take the call or if there is no answer, press the Resume softkey to connect with the caller again.

Direct transfer to an extension’s voicemail

A direct transfer to an extension’s voicemail sends the caller to the destination mailbox without any interaction with the person who owns the voicemail box.

To perform a direct transfer to an extension’s voicemail from an analog phone, you should:

  1. Press [*][8].
  2. Dial the extension number.
  3. Hang up.

To perform a direct transfer to an extension’s voicemail from an IP phone, you should:

  1. Press the xfer softkey (Cisco) or the TRAN button (Yealink).
  2. Press [*][*].
  3. Dial the extension number.
  4. Hang up.