Ooma Office Attended Transfer

If your transfer needs to be announced or explained, or if you want to make sure that the person you are transferring to is able to answer before sending the call over, you can perform an attended transfer.

The way that you will perform an attended transfer depends on the type of phone you are using.

Yealink IP phone using a programmable button configured with Extension Monitoring

  1. Press the TRAN button (or Tran) softkey to place the active call on hold.

  2. Press the Extension Monitoring button that corresponds with the extension that will receive the call and wait for the second party to answer.

  3. If they wish to take the call, hit the Tran softkey. If they do not wish to take the call or if there is no answer, press the line button that corresponds to the original call’s line to connect with the caller again.

Yealink IP phone, no programmable buttons

  1. Press the TRAN button (or Tran softkey) to place the active call on hold.

  2. Enter the extension or number that you wish to transfer to.

  3. Hit the Send button and wait until the second party answers.

  4. If they wish to take the call, press the Tran softkey again. If they do not wish to take the call or if there is no answer, press the Resume softkey to connect with the caller again.

Cisco IP phone

  1. Press the xfer softkey to place the active call on hold.

  2. Enter the extension or number that you wish to transfer to.

  3. Wait until the second party answers.

  4. If they wish to take the call, press the xfer softkey again. If they do not wish to take the call or if there is no answer, press the hold button to resume the call.

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