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MS TEAMS – TRANSFER A CALL

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External Transfer

When you are on a call with a person outside of your organization, your call box will look a little different. At the top of the screen you will see the transfer icon, once selected you will be able to choose a Blind transfer or a consult, then transfer

Internal Transfer

If you want to transfer a call, at the top of the call box, click “…” and then Transfer.”  You will be allowed to select either a “Blind” or “Consult then transfer.” Once you select an option, you will be guided on what to do next. 

Type the person’s name or enter the 10-digit number of the person you want to transfer the call to, then select them. Click Transfer, and you’re done.  If you want to transfer to voicemail, from the drop-down next to “transfer,” you will see work voicemail. 

Remember that you can only transfer calls in a one-on-one conversation. As soon as you add another person to the call, you lose the capability to transfer. 

Consult then transfer

Need to check in with another person before transferring a call to them? Follow the steps above and click chat or audio call. Then select Transfer. Once on the line with the other person, have them stay on the line and then select “Transfer” 

 

MOBILE:

Transfer a current call via the mobile client by selecting More options […] in your call window and selecting “Transfer”. You then have the option to transfer immediately or consult first as you would with the desktop client. Then type the name of the person you want to transfer the call to, then select them. Click Transfer and you’re done.

TRANSFER TO EXTERNAL NUMBER:

Select Transfer, and type in the external number. For example (area code and number)xxx-xxx-xxxx

 

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