Transferring a Call on a Shoretel Phone

You can transfer a call in two ways:

  • In a blind transfer, you transfer the call without the other party first answering your call.
  • In a consultative transfer, you talk to the other party before completing the transfer. Both types of transfer use a similar procedure.

To do a blind transfer:

  1. While engaged in a call, press the Transfer button.
  2. Dial the number you want to transfer the call to.
    Note: If you want to cancel the transfer, press the Cancel soft key or take the original call off hold.
  3. Do one of the following:
    • Press the Transfer button.
    • Hang up.

The call is transferred to the designated number.

To do a consultative transfer:

  1. While engaged in a call, press the Transfer button.
  2. Dial the number you want to transfer the call to.
    Note: If you want to cancel the transfer before the other party answers the call, press the Cancel soft key or take the original call off hold.
  3. After the other party answers the call, do one of the following:
    • To complete the transfer, press the Yes soft key.
    • To cancel the transfer, press the Cancel soft key.

Additional Information

To transfer an incoming call to another number without answering the call

  1. While the phone rings, press the Transfer button. 
  2. Enter the number you want to transfer the call to.

The call is transferred to the designated number.

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