There are two types of transfers.
- Blind Transfers - You transfer the caller directly to the other agent. When using blind transfer the agent will see the original caller ID.
- Attended transfer - You first call the other agent to see if they want to take the call and then transfer the caller. When using attended transfer the Caller ID will show the extension that transferred the call to you.
How to transfer using a Yealink phone:
Blind Transfer: Click transfer, ext and btrans.
Attended Transfer: Click transfer, ext, send wait for agent to answer and click transfer.
How to transfer using a Polycom phone.
Blind Transfer: Click on transfer, more, blind, ext and send.
Attended Transfer: Click on transfer, ext and send.