Transferring calls in zoom

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It is possible to transfer an ongoing phone call if Zoom Phone is activated on your account. As far as call transfer is concerned, there are three methods that can be used: warm transfer, blind transfer, and voicemail transfer.

  Note:

  • Depending on whether the transferred call is coming from an internal or external number, the caller ID that is displayed to the party receiving the transfer will change.

  • If your admin allows it, you may be restricted from transferring calls to internal or external contacts based on your privileges as a user. You can find more information about this by contacting your admin.

  • The recording will end when you select the option to transfer when you have enabled automatic recording, or if you have started recording the call when you select the option to transfer. In this case, it does not matter whether the transfer is to an external or internal contact. You can start the recording again if you select Warm Transfer so that you can record the portion of the recording that needs to be recorded before you complete the transfer.

This article covers:

  • Transfer methods

  • How to transfer a call using the desktop client

  • How to transfer a call using the mobile app

  • How to transfer a call using an IP Phone

Prerequisites for transferring Zoom Phone calls

  • Zoom desktop client

    • Windows: 4.4.52570.0415 or higher

    • macOS: 4.4.52551.0414 or higher

    • Linux: 3.0.285090.0826 or higher

  • Zoom mobile app

    • Android: 4.4.52504.0411 or higher

    • iOS: 4.4.0 (52578.0415) or higher

  • Zoom Phone license

  • Call transferring enabled by admin

Transfer methods

On the Zoom Desktop Client and Mobile App, you have the option of using three different methods of transferring files:

Warm transfer: The transfer is placed on hold while the transfer is completed. If you want to speak with the receiving party before your phone call is transferred, this option is helpful for you if you need to navigate an automated answering machine for the caller.

Blind transfer: A blind transfer is a call that is transferred to another number and then immediately hangs up on you. It is the responsibility of the other party to complete any phone menu prompts that are presented to them.

Transfer to voicemail: This function allows you to transfer the call to the voicemail box of the phone number you specify. Some numbers might not be able to be transferred using this method. It is also possible to transfer to voicemail by using DTMF codes in addition to transfer to voicemail.

How to transfer a call using the desktop client

  1. Access the Zoom Desktop Client by logging in with your Zoom account.

  2. The phone number will appear.

  3. Calls can be made or received by following the instructions on the screen.

  4. You can transfer a call at any time during a call.

  5. Here are a few steps you can follow if you want to locate or dial a phone number that you would like to transfer to:

    • Number pad: Enter the number you would like to transfer to.

    • Search contacts: You can use the search bar to search the contacts in your internal, external, and synced accounts by entering a name.

    • Starred contacts: To transfer a contact to Starred, click the ellipses (…) icon, then click the Transfer to Starred button. You can call the contact by hovering over it and clicking the phone icon that appears.

  6. Select a transfer method from the drop-down menu by clicking the blue transfer button.

  7. The current call will be put on hold if you selected Warm Transfer, while you connect with the number you dialed while the current call remains on hold. Once you have clicked Complete Transfer, you will be able to hang up your phone and the call will be transferred. Before you complete the transfer, you will be able to use most in-call controls. If you wish to cancel the warm transfer and return to the original line, click Cancel Transfer on the dialog box that appears.

How to transfer a call using the mobile app

  1. Using the Zoom Mobile App, sign in to your account.

  2. Then tap on the phone.

  3. If you are making or receiving a call, please follow the instructions provided.

  4. When you are on a call, click the Transfer button.

  5. The starred, internal, external, phone contacts can be searched by calling the number or tapping the contact icon. To contact a contact, you need to tap on their name.

  6. You will then be able to select a transfer method by tapping on the blue transfer button:

  7. It is important to keep in mind that, if you choose Warm Transfer, the current call will be placed on hold while you connect with the dialed number. You can complete the transfer by tapping the Complete Transfer button on your phone and then hang up. The majority of in-call controls can be used before the transfer is completed. In order to cancel the warm transfer and return to your original call, you will need to tap on Cancel Transfer.

How to transfer a call using an IP Phone

An IP phone’s ability to transfer a call is based on what manufacturer it is manufactured by. Here are the steps you need to follow:

      • Certified AudioCodes IP Phones

        • Search AudioCodes site.

      • Certified Cisco IP Phones

        • Search Cisco site

      • Certified Grandstream IP Phones

        • Search Grandstream site

      • Certified Poly IP Phones

        • Poly VVX series

        • All other IP Phones search Poly support site

      • Certified Yealink IP Phones

        • Yealink T4/T5 series

        • All other IP Phones search Yealink site

All content and images credit goes to https://support.zoom.us

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