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How do I transfer a call?

Transfer an active call to another internal extension, voicemail box, or external number.

Note: Set up call forwarding to forward all incoming calls to an internal extension or external phone number.

Desktop & Web app

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  1. While on an active call, select Transfer.
  2. Search for a contact's name, extension, or number.
  3. Select the transfer destination and then choose your transfer type:
    1. Direct Transfer: Transfer the call to another party without speaking to them first.
    2. Warm Transfer: Place the current call on hold and speak with the destination party before transferring the call.
    3. Send to Voicemail: Transfer the call directly to a voicemail box on your system.

New Softphone experience

Learn how to enable the softphone experience.

Watch Video

  1. While on an active call, select Transfer.
  2. Search for a contact's name, extension, or number.
  3. Select the transfer destination and then choose your transfer type:
    1. Direct Transfer: Transfer the call to another party without speaking to them first.
    2. Warm Transfer: Place the current call on hold and speak with the destination party before transferring the call.
    3. Send to Voicemail: Transfer the call directly to a voicemail box on your system.

Mobile app

Watch Video

  1. While on an active call, select Transfer.
  2. Search for a contact's name, extension, or number.
  3. Select the transfer destination and then choose your transfer type:
    1. Direct Transfer: Transfer the call to another party without speaking to them first.
    2. Warm Transfer: Place the current call on hold and speak with the destination party before transferring the call.
    3. Send to Voicemail: Transfer the call directly to a voicemail box on your system.

Desk Phone

See your phone guide to learn how to transfer a call on your phone.

Switch your call to another device

Learn how to use call flip to transfer a call between multiple devices assigned to a single user.