Transfer a Call

1. In the call window, click the Transfer button along the top and select Transfer from the drop-down. The call will automatically be placed on hold.

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2. After a moment, a smaller transfer window will pop up. In the text box, input the number or name of the person or group you’d like to transfer the call to. You may see suggested numbers or people based on your recent account activity.

   1. Optional: If you’d like the call to return to you if the person or group you’re transferring to is unavailable, toggle the Ring Back option on.

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3. Confirm the person or number by selecting the correct one from the drop-down menu.

4. Click the Transfer button in the bottom of the small transfer window.

5. Wait while the call transfers. Once it does, the call window will close automatically.

Use the Consult then Transfer feature

1. In the call window, click the Transfer button along the top and select Consult then transfer from the drop-down. The call will automatically be placed on hold.

2. After a moment, a smaller consult window will pop up. In the text box, input the number or name of the person or group you’d like to transfer the call to. You may see suggested numbers or people based on your recent account activity.

3. Confirm the person or number by selecting the correct one from the drop-down menu.

4. Click the Consult button at the bottom of the small consult window.

5. A new call window will open up so you can speak to the person you’re consulting. The original caller is still on hold. Once you’re ready to transfer the original caller to the person you’re consulting, click the Transfer button that does not have an icon.

6. You’ll return to the original call window. Wait while the call transfers. Once it does, the call window will close automatically.

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