Transferring Calls on a Yealink Cordless Phone
Just like with the desk phones, the cordless handsets can transfer calls. There are two types of transfers: blind and attended. Each one of these transfer methods can be used to make collaborating with other Agents in calls easy and efficient,
While handling a call, it may be necessary to pass the phone call along to a user, call queue, or an external phone number. This can be done through transferring.
Using your Yealink cordless handset, there are three different types of transfer that can be utilized depending on how exactly the call needs to be transferred and handled:
- Blind Transfer - Transfer a call directly to another person without talking to that second person. This is sometimes referred to as a “cold” or "unassisted" transfer.
- Attended Transfer - Speak with the person being transferred to before completely transferring the call. This is sometimes referred to as a “warm” or “assisted” transfer.
- Voicemail Transfer - Transfer a caller directly to a general mailbox or the voicemailbox of another user.
Use the module below to view step-by-step instructions about how you can perform these transfers:
Blind Transfer
When you use a blind transfer, you transfer a call without speaking to the party that the call will be transferred to.
To perform a blind transfer…
1. To initiate a Transfer, do one of the following:
• Press the TRAN button.
• Press the Options soft key during a call and select Transfer.
2. On the Dialing screen, do one of the following:
• Dial the number or telephone number to transfer to and press the Transfer softkey.
• If transferring to another handset, select the handset you want to transfer the call to and press the Transfer softkey.
• To transfer to a saved contact, press the Directory soft key and select the desired contact. Press the Call soft key. If both the office number and the mobile number of the contact are stored, select the desired number and press the OK button OK soft key.
Attended Transfer
Perform an attended transfer if you want to talk to the person receiving the transfer. This can be a great way to check that the person being transferred to is actually ready to receive a transfer.
Quick Tip: If you decide you do not want to talk to the person you are transferring to, you can perform a semi-attended transfer. To do so, you can press the Transfer softkey or the TRAN button a second time while the call is still ringing.
To perform an attended transfer…
1. To initiate an attended transfer, do one of the following:
• Press the TRAN button or press the Options softkey and select Transfer. On the Dialing screen, dial the person's extension number or telephone number and press the Call button.
• Press the New Call softkey. On the Dialing screen, dial the person's extension number or telephone number and press the Call button.
• Press the TRAN button or select Transfer from the Options menu. On the Dialing screen, press the Directory soft key and select the desired contact. Press the Call soft key. If both the office number and the mobile number of the contact are stored, select the desired number and press the OK soft key to dial out.
2. Once the other person answers, you can speak with the second person while the first caller is waiting on hold.
3. When you are ready to transfer the call to them, do one of the following:
• Press the TRAN button.
• Press the Options softkey and select Call Transfer.
4. In the list, select the caller that will be transferred to the person accepting the transfer and press the OK button.
Transfer to Voicemail
In some instances, a caller may need to reach out to a user that is not able to accept a transfer at the moment. If this is the case, the caller can instead be transferred to a user's voicemailbox to leave a message.
To transfer a caller to a user's voicemailbox…
1. To initiate the transfer, do one of the following:
• Press the TRAN button.
• Press the Options soft key and select Transfer.
2. On the Dialing screen, dial 03 and the mailbox's extension number.
For example… To transfer the caller to the mailbox of user 100, dial 03100. To transfer the caller to general mailbox 500, dial 03500.
3. To complete the transfer, press the TRAN button or press the Transfer softkey.