Polycom offers three ways to transfer your call: Transfer (Warm), Blind (Direct) or Transfer to Voicemail. Transfer calls between team members, or between your Executives and Assistants.
Transfer (Warm)
Extension/Type in the number/Choose from your Recent Dial List
- On your active call screen, press More > Warm Transfer (pre-selected)
- Type in the Extension/Number or Choose from your Recent Dial list
- Press Dial to initiate the call to the target
- Once your recipient answers, you can press Transfer Now to complete the connection.
Search Phone Book
- On your active call screen, press More > Warm Transfer (pre-selected)
- Select Phone Book
- Select Search
- Type Name and Press Search
- Press Call to initiate a call to the target and Dialpad will automatically ring out to the recipient (while putting your active call on hold)
- Once your recipient answers, you can press Transfer to complete the connection.
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
- On your active call screen, press Transfer
- Type in the Extension/Number or Choose from your Recent Dial list
- Press Dial to initiate a call to your target and complete the transfer
Search Phone Book
- On your active call screen, press Transfer
- Select Phone Book
- Select Search
- Type Name and Press Search.
- Press Call to complete the transfer
Transfer to Voicemail
- On your active call screen, press More
- Press the down button on your device to select VM Transfer
- Select from the list or Search for someone specific
- Press Transfer