How To Transfer A Call On Polycom Phone

If you use a Polycom phone, you may be wondering how to transfer a call seamlessly. Whether you are a business professional or simply someone who frequently makes phone calls, the ability to transfer a call is essential for effective communication. Fortunately, Polycom phones offer a variety of features that make call transfers quick and easy. In this article, we will guide you through the step-by-step process of transferring a call on your Polycom phone. From initiating the transfer to confirming the successful transfer, you will learn all the necessary steps to ensure a smooth call transfer experience. Let’s dive in and explore how to transfer a call on a Polycom phone!

Inside This Article

1. Overview
2. Step 1: Answering the Call
3. Step 2: Initiating the Transfer
4. Step 3: Selecting a Transfer Destination
5. Step 4: Completing the Transfer
6. Conclusion
7. FAQs

Overview

Transferring a call on a Polycom phone is a simple and convenient feature that allows you to redirect a call to another person or department. Whether you need to transfer a call to a colleague, a supervisor, or a different department, Polycom phones offer a user-friendly interface to execute this task seamlessly.

By following a few easy steps, you can ensure that calls are smoothly transferred without any disruptions. In this article, we will guide you through the process of transferring a call on a Polycom phone, providing step-by-step instructions to help you navigate through the process with ease.

Regardless of the model or series of your Polycom phone, the transfer feature is typically accessible through the phone’s user interface, making it practical and accessible for users of all experience levels.

So, whether you are new to using a Polycom phone or simply want to brush up on your call transfer skills, continue reading to learn the easy steps involved in transferring a call on a Polycom phone.

Step 1: Answering the Call

Answering a call on your Polycom Phone is a straightforward process that allows you to connect with the caller effortlessly. When your Polycom Phone rings, indicating an incoming call, follow these simple steps to answer it:

1. 1. Check the Incoming Call Display: Look at your Polycom Phone’s screen to see the caller’s identity or number. This information can help you decide whether to answer the call or send it to voicemail, depending on your availability and preferences.
2. 2. Pick up the Handset: If your Polycom Phone has a physical handset, lift it up to answer the call. This action automatically connects you with the caller, and you can start a conversation right away.
3. 3. Use the Speakerphone: If your Polycom Phone has a speakerphone feature, you can answer the call without picking up the handset. Simply press the speakerphone button or the answer button on the touchscreen if available. This allows you to have a hands-free conversation, ideal for multi-tasking or group discussions.
4. 4. Answer with a Headset: If you are using a headset with your Polycom Phone, you can answer calls by pressing the call answer button on the headset itself. This option provides convenience and enables you to keep your hands free for other tasks while communicating.

By following these steps, you will be able to promptly answer incoming calls on your Polycom Phone. This ensures that you never miss important conversations and can stay connected with clients, colleagues, and friends.

Step 2: Initiating the Transfer

Once you have answered the call and determined that a call transfer is necessary, you can initiate the transfer process on your Polycom phone. Initiating the transfer allows you to redirect the call to another extension or phone number, ensuring that the call is handled by the appropriate party.

To initiate a transfer on your Polycom phone, follow these steps:

1. While on the active call, locate the “Transfer” button on your Polycom phone. It is typically represented by an arrow pointing outwards.
2. Press the “Transfer” button to start the transfer process.
3. After pressing the “Transfer” button, you will hear a dial tone. This indicates that you are now in the transfer mode.
4. Enter the extension or phone number to which you want to transfer the call. You can either manually enter the digits using the keypad or use the phone directory to select the desired destination.
5. Once you have entered the extension or phone number, press the “Transfer” button again to complete the transfer.
6. The call will now be redirected to the selected destination, and you will be disconnected from the call.

It is important to ensure that you enter the correct extension or phone number before pressing the “Transfer” button to avoid any misdirected calls. If you need to verify the destination, you can place the call on hold and consult with the intended recipient before finalizing the transfer.

Remember, initiating a call transfer on your Polycom phone allows you to efficiently redirect calls and ensure that they reach the appropriate person or department. Mastering this essential feature can help streamline communication and improve overall productivity within your organization.

Step 3: Selecting a Transfer Destination

Once you have answered the call and initiated the transfer process on your Polycom phone, the next step is to select a transfer destination. This is where you decide where the call will be transferred to – another extension, a voicemail box, or an external number.

To select a transfer destination on your Polycom phone, follow these simple steps:

1. After initiating the transfer, you will see a menu on your Polycom phone’s display. This menu will provide you with various transfer options.
2. Using the navigation keys on your Polycom phone, scroll through the menu to find the transfer destination options. These options may include extensions within your organization, voicemail boxes, or an option to enter an external number.
3. Select the desired transfer destination by highlighting it in the menu and pressing the appropriate key on your Polycom phone. This key may be labeled as “Select,” “OK,” or a similar option.
4. If you are transferring the call to another extension within your organization, you may need to enter the extension number using the numeric keypad on your Polycom phone.
5. If you are transferring the call to a voicemail box, you may be prompted to enter the voicemail box number or simply select it from a list of available options.
6. If you are transferring the call to an external number, you will typically be prompted to enter the full phone number, including the country code and area code.
7. After selecting the transfer destination, confirm your selection by pressing the “Select,” “OK,” or similar key on your Polycom phone.

Once the transfer destination has been selected and confirmed, your Polycom phone will initiate the transfer and the call will be directed to the chosen destination. It is important to ensure that you have selected the correct transfer destination before confirming the transfer.

By following these steps, you can easily select a transfer destination on your Polycom phone and successfully transfer a call to the desired location.

Step 4: Completing the Transfer

After selecting the transfer destination and initiating the transfer on your Polycom phone, the final step is to complete the transfer. This ensures that the call is successfully forwarded to the intended recipient.

Once you have initiated the transfer, your Polycom phone will automatically disconnect from the call and transfer it to the chosen destination. This process usually takes just a few seconds, but it may vary depending on factors such as network speed and the distance of the transfer.

During the transfer process, it is important to ensure that you do not interrupt or interfere with the call. Avoid hanging up or performing any additional actions on your Polycom phone while the transfer is in progress, as this may cause disruptions or lead to an unsuccessful transfer.

Once the transfer is complete, the call will be seamlessly forwarded to the selected destination, whether it’s another phone within your organization or an external number. The recipient will be able to pick up the call and continue the conversation without any indication that the call was transferred.

At this point, your Polycom phone will no longer be connected to the call. You can proceed with any other tasks or make additional calls, knowing that the transfer has been successfully executed.

If, for any reason, the transfer is not successful, you may need to repeat the steps and ensure that the transfer destination is entered correctly. Additionally, it is advisable to check the network connectivity and stability to ensure a smooth transfer process.

Completing the transfer on your Polycom phone is a simple yet crucial step to ensure effective call management within your organization. By following the steps outlined in this guide, you can easily transfer calls and ensure seamless communication between callers and recipients.

The ability to transfer calls on a Polycom phone is a valuable feature that enhances communication and efficiency in a professional setting. By following a few simple steps, users can seamlessly transfer calls to the desired recipient, whether it’s a colleague or a different department. This feature eliminates the need for manual relay of information and ensures that callers reach the appropriate person without hassle.

With the ability to transfer calls, Polycom phones offer businesses and organizations a versatile communication tool that enhances productivity and streamlines workflow. By taking advantage of this feature, users can easily redirect calls to the right person, department, or team, saving time and improving the overall customer experience.

Overall, the call transfer functionality on Polycom phones proves to be an indispensable feature for efficient and seamless communication within the modern workplace.

FAQs

Q: How do I transfer a call on a Polycom phone?
A: Transferring a call on a Polycom phone is a simple process. During an active call, press the “Transfer” button or the transfer softkey on the phone’s display. Enter the desired phone number or extension where you want to transfer the call, and then press the “Transfer” button again to complete the transfer.

Q: Can I transfer a call directly to voicemail?
A: Yes, you can transfer a call directly to voicemail on a Polycom phone. After initiating the transfer, instead of entering a phone number or extension, you can enter the voicemail extension or access code followed by the recipient’s extension. This will transfer the call directly to their voicemail box.

Q: Is it possible to transfer a call to another device?
A: Absolutely. Polycom phones offer the capability to transfer calls to other devices such as cell phones or landlines. To transfer a call to another device, use the transfer feature and enter the desired phone number instead of an extension. The call will be forwarded to the designated device.

Q: Can I transfer a call without announcing it to the recipient?
A: Yes, you can transfer a call without announcing it to the recipient on a Polycom phone. This is commonly known as a blind transfer or unannounced transfer. To perform a blind transfer, simply press the “Transfer” button or softkey and enter the desired phone number or extension without initiating a consultation call or announcing the transfer to the recipient.

Q: What happens if the recipient rejects the transferred call?
A: If the recipient rejects the transferred call, it will be routed back to the original phone where the call originated from. The caller will either hear a busy tone or be redirected to the voicemail of the person who originally transferred the call.