TeamHub - TeamHub Talk: How to Transfer a Call
Table of Contents
Overview
While on a call, you can transfer it to another number, extension, or voicemail. There are several methods for transferring a call based on your TeamHub Talk Call Transfer settings.
Transfer Modes
Drag and Drop Mode - This method allows you to transfer a call simply by dragging the call box of an answered, on-hold, or incoming call to a desired contact. See the Drag and Drop instruction below for details.
Traditional Transfer Mode - The traditional method takes a few more steps, but also allows you to transfer a call to someone who is not in a contact list. See the Traditional Transfer Mode instruction below for details.
Transfer Types
Blind Transfer - A blind transfer is when you transfer the caller without first validating or speaking to the person receiving the transferred call.
Attended Transfer - An attended transfer allows you to validate that the person receiving the transfer is available and willing to take the call before completing the transfer.
Voicemail Transfer - A Voicemail transfer allows you to send the current call to any internal contact’s voicemail.
Note: The Call card may vary based on your UCaaS solution.
Business Voice | CummUnity |
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How to Transfer a Call
Drag and Drop Mode
To use this feature, your TeamHub Talk setting must be set to Drag and Drop mode. Reference the Talk Settings section in the TeamHub Settings Guide.
To transfer a call, simply drag the call box of an active, incoming, or on-hold call to the desired contact or entered number in the dailpad.
Enter an external number in the dailpad, or open the desired contact list (Favorites, Internal, etc.) and ensure the desired transfer to person is visible in the contact list.
If the default Transfer type is not desired, select a different transfer type in the call box.
Click on the call box, then drag and drop it onto the desired contact.
Notes:
If the transfer type is attended, a call card for the transfer to person will be displayed after you drag and drop the call.
On-hold calls are always transferred using the unattended transfer type.
TeamHub Talk Drag & Drop Mode
Operator Console Drag & Drop Mode
Traditional Transfer Mode
To use this feature, your TeamHub Talk setting must be set to Traditional mode. Reference the Talk Settings section in the TeamHub Settings Guide.
Follow one of the procedures below:
Blind Transfer
① In the call box, click the Transfer icon.
② Select the Blind Transfer option.
③ Search for the contact you want to transfer the call to, then click on their Extension. The call transfer will be complete.
④ If you manually entered the number you want to transfer the call to, click the transfer icon at the bottom of the dial pad.
Attended Transfer
① In the call box, click the Transfer icon.
② Select the Attended Transfer option. The current call will be put on hold.
③ Search for the contact you want to transfer the call to, then click on their Extension.
④ If you manually entered the number you want to transfer the call to, click the transfer icon at the bottom of the dial pad.
⑤ When the second call box appears, click the TRANSFER CALL button.
Voicemail Transfer
① In the call box, click the Transfer icon.
② Select the Voicemail Transfer option.
③ Search for a contact in the Internal contact list.
④ On the desired contact, click the more icon.
⑤ Select Call Options.
⑥ Select Voicemail. The caller will hear the contact’s voicemail prompt.