There are two types of transfers; a warm transfer (attended), and a blind transfer (unattended). A warm transfer occurs when you speak with the party you are transferring the call to before you transfer the call to them. A blind transfer routes the call directly with no interaction.
For example, a call comes in and is answered. The caller wishes to speak with someone else in the organization. With a warm transfer, you place the caller on hold and call the other party. In this way, you can give valuable information (i.e. Account number, a reason for calling, contact information, caller’s name, etc.) that helps the other party prepare for the incoming call.
With a blind transfer, you do not speak with the receiving party. The call is simply transferred to that User or extension. For example, a call comes in and is answered. The caller wishes to leave a voicemail or be transferred directly to another party. With a blind transfer, the call is routed to that User or extension and no conversation is had between the receiving User and the User transferring the call.
To warm transfer a call, click here.
To blind transfer a call, click here.
Warm Transferring:
- While on a call, press the Tsfr softkey at the bottom of the screen. The party you were speaking with is put on hold, and you hear a dial tone.
Transfer Call - Dial the phone number or extension of the party you want to transfer the call to, and press the Send softkey at the bottom of the screen. Wait for the other party to answer so you can speak with them before transferring the call.
Dial Second Number - NOTE: To cancel the transfer and return to the original party, press the Cncl softkey at the bottom of the screen.
Cancel Option - When the other party is ready to accept the call, press the Tsfr softkey at the bottom of the screen again.
Blind Transferring:
- While on a call, press the More softkey at the bottom of the screen twice, and then press the BlindX softkey at the bottom of the screen.
BlindX - Dial the phone number or extension of the party you want to transfer the call to, and press the Enter softkey at the bottom of the screen. If you dial the full 10 digit number of the party you want to call, the Poly VVX phone will automatically start dialing, so pressing the Enter softkey is not necessary.
Blind Transfer
NOTE: To cancel the transfer and return to the original party, press the Cncl softkey at the bottom of the screen.