Transfer Calls on Your Polycom

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.jpgwmtransfer2.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.jpgwmtransfer2.jpg
  2. Select Phone Book                                    IMG_1831.jpg
  3. Select Search                                    search.jpg
  4. Type Name and Press Search searchcontact.jpg
  5. 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) 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 Dial to initiate a call to your target and complete the transferblind1.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

Was this article helpful?

/