How to Transfer a Call on Your Yealink IP Phone

Let’s face it, managing calls can be a nightmare for businesses. But fear not, Yealink IP Phones have got your back! With their seamless call transfer feature, you can ensure smooth communication and provide exceptional customer service. So, let’s dive into our blog and learn how to boost your productivity and streamline your communication workflow with Yealink IP Phones.

Step 1: Initiating the Call Transfer: When you receive a call that needs to be transferred, follow these steps:

1. Press the “Transfer” or “Trn” soft key on your Yealink IP Phone. This action will put the caller on hold.

Step 2: Choose the Transfer Destination: Next, you need to determine where you want to transfer the call:

1. Enter the extension number of the person to whom you want to transfer the call. Alternatively, you can use the phone’s directory or call history to select the desired recipient.

Step 3: Announcing the Transfer (Optional): Before completing the transfer, you may want to announce the call to the recipient:

1. If you wish to speak to the recipient before transferring the call, press the “Announce” or “Talk” soft key.
2. Wait for the recipient to answer, and have a brief conversation to explain the nature of the call transfer.

Step 4: Completing the Transfer: Once you’re ready to transfer the call, proceed with these steps:

1. Press the “Transfer” or “Trn” soft key again. This will instantly transfer the call to the chosen recipient.
2. Hang up your phone to disconnect from the call entirely.

Step 5: Transfer to Voicemail (Optional): If the intended recipient is unavailable, you have the option to transfer the call to their voicemail:

1. Instead of hanging up after step 4, stay on the line and listen for the recipient’s voicemail prompt.
2. Press the “Transfer” or “Trn” soft key one more time to send the call directly to voicemail.

Tips for Efficient Call Transfers on Yealink IP Phones:

• Familiarize yourself with the call transfer options available on your specific Yealink IP Phone model, as the soft key labels may vary.
  • Yealink Series’ Includes: SIP-T3X, SIP-T4X, T5, and T4U.
• Use the phone’s directory or speed dial feature to quickly access frequently contacted colleagues or departments during call transfers.
• If your phone supports it, take advantage of the attended transfer feature, which allows you to consult with the recipient before completing the transfer.
• Explore advanced call transfer settings in your phone’s configuration, such as configuring transfer rules or customizing transfer behavior to meet your specific needs.

Efficient call management is vital for businesses, and the ability to transfer calls seamlessly plays a significant role in delivering exceptional customer experiences. By following the step-by-step guide outlined above, you can master call transfers on your Yealink IP Phone. Empower your team with this valuable skill and optimize your communication workflow for increased productivity and improved customer satisfaction. Remember, each Yealink IP Phone model may have slight variations in the user interface and soft key labels. If you have questions or suggestions, let us know by visiting www.voipsupply.com or give us a call at 1-800-398-8647!