How to perform an attended transfer
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.
The way that you will perform an attended transfer depends on the type of phone you are using.
Analog phone
- Put the call on hold by pressing Flash and listen for a dial tone.
- When you hear a dial tone, dial the extension number.
- Wait for the extension to answer and then pass along the caller’s name.
- 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.
IP phone using a programmable button configured with Extension Monitoring
- Press the TRAN button (or Tran) softkey to place the active call on hold.
- Press the Extension Monitoring button that corresponds with the extension that will receive the call and wait for the second party to answer.
- If they wish to take the call, hit the Tran softkey. If they do not wish to take the call or if there is no answer, press the line button that corresponds to the original call’s line to connect with the caller again.
Ooma IP phone, no programmable buttons
Ooma 260x phones
- Press the Transfer button to place the active call on hold.
- Dial the extension or number that you wish to transfer to.
- Press the Send/Receive key. The screen will show an attended transfer message.
- If they wish to take the call, hang up. If they do not wish to take the call or if there is no answer, press the flashing line where the call originated to return to the caller.
Ooma 261x, 2624, and 2670 phones
- Press the Transfer button to place the active call on hold.
- Dial the extension or number that you wish to transfer to.
- An AttTrnf softkey will appear on the screen to use.
- If they wish to take the call, hang up. If they do not wish to take the call or if there is no answer, press the flashing line where the call originated to return to the caller.
Ooma WP810 phone
- Press the Options key.
- Select New Call > to put the current call on hold.
- Dial the extension or number that you wish to transfer to.
- If the user wishes to take the call, hit Options > Transfer. Select the held call, and then press Transfer.
- If the user doesn’t want to take the call or if there is no answer, select the call that’s on hold and use the Unhold key to resume the call.
Yealink IP phone, no programmable buttons
- Press the TRAN button (or Tran softkey) to place the active call on hold.
- Enter the extension or number that you wish to transfer to.
- Hit the Send button and wait until the second party answers.
- 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.
Cisco IP phone
- Press the xfer softkey to place the active call on hold.
- Enter the extension or number that you wish to transfer to.
- Wait until the second party answers.
- 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.
Ooma desptop app
- Use the Transfer button to place the active call on hold.
- Choose the destination contact or enter the phone number that will receive the transfer.
- Select attended transfer.
- Wait until the second party answers.
- If they wish to take the call, select complete transfer. If they don’t want to take the call or if there is no answer, use the hang up button to return to the initial call.