The transfer functionality on the VoIP system has two different procedural means of operating. Both of these ultimately do the same thing, which is to transfer a caller to another person, but the method of interaction between the person making the transfer and the person being transferred to is the difference.
Warm Transfer:
A Warm Transfer is when you are attempting to transfer a caller but you want to give the person you're attempting to transfer to an opportunity to accept/refuse the transfer and perhaps provide them further information about the call. A good example of this type of transfer would be when you are attempting to transfer a caller to another individual.
- Press the transfer button.
- Dial the phone number to which you want to transfer.
- Wait for the receiving party to answer.
- Once the receiving party answers, you can provide information about the call and ask if they are available to accept the transfer.
- If they are available, press the transfer button again to complete the transfer. Otherwise, you can cancel the transfer.
Blind Transfer:
A Blind Transfer is when you start the transfer process but don't wait for an answer from the number you're transferring to before completing the transfer process. A good example of this type of transfer would be when you are attempting to transfer a caller to another department by transferring to the department's main number instead of to an individual.
- Press the transfer button.
- Dial the phone number to which you want to transfer
- Once you hear ringing, press the transfer button again.