Transfer Call in Zoom Phone

Question

How do I transfer calls? Can I set up a way to roll my calls?   

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. This transfer method might not work for all numbers. You can also transfer to voicemail by using DTMF codes. 

How to transfer a call using the desktop client

1. Sign in to the Zoom Desktop Client.
2. Click Phone.
3. Follow the instructions to make or receive a call.
4. During a call, click Transfer.
5. Follow one of these steps to locate or dial a phone number to transfer to:
   • Number pad: Dial a number to transfer to.
   • Search contacts: Enter a name to search your internal, external, and synced contacts.
   • Starred contacts: Click the elipses icon (...) then click Transfer to Starred. Hover over the contact and click the phone icon  to call them.
6. Click the blue transfer button and select a transfer method.
7. 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. 

How to transfer a call using the mobile app

1. Sign in to the Zoom Mobile App.
2. Tap Phone.
3. Follow the instructions to make or receive a call.
4. During a call, click Transfer.
5. Dial a number or tap the contact icon  to search your starred, internal, external, phone contacts. Tap on a contact to call them.
6. Tap the blue transfer button and select a transfer method:
7. If you selected Warm Transfer, the current call will be placed on hold while you connect to the dialed number. Tap Complete Transfer to transfer the call and hang up your phone. You can use most in-call controls before completing the transfer. Tap Cancel Transfer if you want to cancel the warm transfer and return to the original call.

How to transfer a call using Yealink Desk Phone

T4 series without touchscreen

1. While in a call, press Transfer or press the transfer button .
   
2. Select Transfer Call

3. Dial the number you want to transfer to. To transfer to an internal Zoom Phone user, dial their extension number.
   
4. Choose a transfer method:
   • Blind transfer: Press B Transfer to immediately transfer the call and hang up.
   • Warm transfer: Press Call to place the 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. Tap Transfer to complete the transfer.

Here is a quick video on how to transfer a call using the desk phone.