Transferring Calls - Zoom Phone

Transfer methods

You have access to three transfer methods on the Zoom Desktop Client and Mobile App:

Warm transfer: Places your call on hold while you complete the transfer. This option is useful if you need to navigate an automated answering machine for the caller or if you want to speak to the receiving party before your call is transferred.

Blind transfer: Transfers the call to the number and immediately hangs up your call. If there are any phone menu prompts, the other party will have to complete them.

Transfer to voicemail: Transfers the call to the voicemail of a specified phone number.

Transferring from a Cisco desk phone

There are only two different methods to transfer calls from desk phones.

The first method you'll need to hit the ellipsis in the lower right corner of the phone display. This will show additional options, one of which will be transfer. You'll then need to hit transfer and dial the number you're transferring to then press call. At this point, you'll need to remain on the line to speak with whom you dialed, letting them know you're transferring a call to them. Once that has been agreed upon, you'll be able to hit transfer and the call will be connected.

The second method is very similar to how call transferring operated within our former phone system. You'll start by hitting the ellipsis in the lower right corner of the phone display, then select the option called "BlindXfer". You'll then need to dial the extension you're transferring to. The call will then successfully transfer to that extension.

How to transfer a call using the desktop client

Sign in to the Zoom Desktop Client.
Click Phone.
Make or receive a call.
During a call, click Transfer.

Dial a number to transfer to.

Click the blue transfer button and select a transfer method.

If you selected Warm Transfer, the current call will be placed on hold while you connect to the dialed number. Click Complete Transfer to transfer the call and hang up your phone. You can use most in-call controls before completing the transfer. Click Cancel Transfer if you want to cancel the warm transfer and return to the original call.