How To:
- Transfer Phone Calls using the Teams desktop app, your mobile phone, Cisco desk phone, or the new Teams(Yealink) phone
Applies To:
- Employees, Faculty, and Student Employees
Steps:
The different links below jump to sections of this article for transferring calls using different devices.
Using the Teams App on your Computer.
- After picking up a phone call and being connected to the user you can then chose to transfer a phone call.
- After clicking the transfer button at the top, you will be presented with two different options; “Transfer”, or “Consult then transfer”. (Pictured below)
- To "Transfer" a phone call is to transfer the call instantly without speaking with another user on the line.
- To "Consult then transfer" is to speak with the person you are transferring to before transferring the call.
After selecting an option you should get a window where you can enter the name of someone on campus to transfer to them or can type in a phone number to transfer the call to.
Transferring calls on your smart phone from the Teams app
Upon picking up a phone call on your iPhone you will get this screen. If you are not planning on transferring a call you can remain on this screen. If you want to transfer this call then select the teams button:
After selecting the Teams button you will be brought to a new screen where you can select the transfer button:
After clicking transfer you can select the type of call transfer you want to complete.
From here you can select the type of transfer that you want to do.
- "Transfer now" allows you to immediately transfer the call to another number.
- "Consult First" allows you to speak with the person you are transferring to before transferring the call. However when using your mobile device it will instead attempt to send a direct message using teams to the person you are transferring to instead of ringing their line.
(Please do not use the Consult First option if you are transferring a call to a department line/ CAP-line. These lines do no have physical accounts and do not have a way to intercept the message that is being sent).
- If you use the "Consult First" option you can send a message to the user you want to transfer the call to. After confirming if you can transfer the call to them you can click the alternating arrows icon in the top right corner.
After selecting "transfer now" you will be brought to this screen:
From here you can type someone's name, phone number, or extension to transfer the call to them. After getting this screen you can send the call because the call has now transferred.
Note: Using the "Consult First" option prompts you to send a Teams message to the person you are transferring the call to which virtually has no use when it comes to a live phone call. If a phone call must be transferred you should use the "Transfer Now" button instead.
Transferring calls from the Cisco Phone (CAP Common Area Phone)
Note: From a CAP phone you cannot transfer calls to someone that does not have their own extension
Important: The term "softkey button" refers to the button below the display at the top of your Cisco phone. These buttons are used to change the menus on screen and select the different options that are displayed.
- How to Cold Transfer: A cold transfer to transfer the call without speaking to the person you are transferring to.
While on the phone with a user you can select the transfer softkey button, or the physical Transfer button the on the phone.
Then select the "More" softkey button.
On this page there is a button called "BlindXfer" which means to Blind transfer. Selecting the button allows you to transfer the call to the user without speaking with them before hand.
Dial the users number.
You can now press "End Call" and hang up the phone.
- How Warm Transfer: To warm transfer is to speak with the person you are transferring to before completing the call transfer.
While on the phone with a user you can select the transfer softkey button, or the Transfer button the on the phone.
You can now dial the users number and press "Call" to begin dialing the number.
Once the user picks up their phone you can select "End Call" to end the call with the user if they do not pick up or press "transfer" to transfer the call.
After transferring the call the phone call will end.
Transferring Calls from the Teams (Yealink) Phone
Upon Answering the phone you can click the physical transfer button on the phone or use the touch screen and click the transfer button.
After Clicking transfer you can either transfer the call immediately or speak with the user before transferring the call by selecting "Transfer Now" or "Consult First"
If you click Transfer Now you will be prompted to enter the phone number to transfer to. If you do not know your party's extension you can also search by name using the on screen keyboard.
Note: After clicking the transfer button this screen will pop-up. You will need to click in the field in order to type the number. Not clicking in the box will attempt to dial another phone call while you are already on the phone.
You can enter an entire phone number, extension or name.
After clicking on the desired contact you will be returned to your phone call.
If you selected Transfer Now you can now click end call and the transfer will continue to go through.
If you decide to Consult first you can speak with the user and then click the blue transfer button in the top right corner of the screen to transfer the call and hang up.
