Transfer Calls on Your Polycom
    • 02 Jun 2023
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    Transfer Calls on Your Polycom

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    Article Summary

    Transfer calls between team members, or between your Executives and Assistants on your Polycom device. Dialpad and Polycom make this process nice and easy, we provide three ways to transfer your call:

    1. Ask First  (Warm Transfer)
    2. Blind Transfer  (Direct)
    3. Transfer to Voicemail

    Let's go over these processes.

    Transfer (Warm)

     Extension/Type in the number/Choose from your Recent Dial List 

    On your active call screen, press  More > Warm Transfer (pre-selected)
     wmtransfer1.jpg

    wmtransfer2.jpg 

    1.  Type in the Extension/Number or Choose from your Recent Dial list 
    2.  Press Dial to initiate the call to the target

       wmtransferdial.jpg 

    1. Once your recipient answers, you can press Transfer Now to complete the connection.
      IMG_1826.jpg

    Search Phone Book

    1.  On your active call screen, press More > Warm Transfer (pre-selected)
       wmtransfer1.jpg


      wmtransfer2.jpg
       
    2.  Select Phone Book
      IMG_1831.jpg 
    3.  Select Search


      search.jpg
       
    4.   Type Name and Press Search
       searchcontact.jpg 
    5.  Press Callto initiate a call to the target and Dialpad will automatically ring out to the recipient (while putting your active call on hold) 


      call.jpg
    6. Once your recipient answers, you can press Transfer to complete the connection.
      IMG_1826.jpg

    If your recipient doesn't want to take the call/is unavailable, press End Call then press the active line button in the upper right corner to take back the call with the original caller.

    Blind (Direct Transfer)

     Extension/Type in the number/Choose from your Recent Dial List 

    1. On your active call screen, press  Transfer 


      blindtransfer1.jpg
       
    2.  Type in the Extension/Number or Choose from your Recent Dial list 
    3.  Press Dialto initiate a call to your target and complete the transfer


      blind1.jpg   

    Search Phone Book

    1. On your active call screen, press  Transfer  
      blindtransfer1.jpg
    2. Select Phone Book


      blindphonebook.jpg 
    3. Select Search


      search.jpg
    4.   Type Name and Press Search.


      searchcontact.jpg
       
    5. Press Call to complete the transfer
      call.jpg

    Transfer to Voicemail

    1. On your active call screen, press  More  
    2.  Press the down button on your device to select VM Transfer


      unnamed.jpg
       
    3. Select from the list or Search for someone specific
    4.  Press Transfer 


      unnamed__1_.jpg
       

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