Zoom - Quick Reference: Transferring Calls

Zoom Workplace & Yealink Desk Phones

Zoom Workplace (Computer)

Warm Transfer (Recommended)

A warm transfer allows you to speak with the coworker before transferring the caller.

1. While on a call, click Transfer.
2. Search for the employee by name or extension.
3. Select Warm Transfer.
4. Wait for the coworker to answer.
5. Briefly explain the call.
6. Click Complete Transfer.

Best Practice: Always use a warm transfer whenever possible.

Blind Transfer

A blind transfer sends the call immediately.

1. While on a call, click Transfer.
2. Enter the employee's name, extension, or phone number.
3. Select Blind Transfer.

The caller is immediately transferred.

Yealink Desk Phone

Warm Transfer

1. While on a call, press the Transfer soft key.
2. Dial the coworker's extension or phone number.
3. Press Send or wait for the call to connect.
4. Speak with the coworker.
5. Press Transfer again to complete the transfer.

Blind Transfer

1. While on a call, press the Transfer soft key.
2. Enter the extension or phone number.
3. Press Transfer again before the person answers.

The call is transferred immediately.

Transferring to an External Number

You can transfer calls to an outside number when permitted.

Examples:

✔ Cell phone

✔ Vendor

✔ Another business

Enter the full 10-digit phone number before completing the transfer.

Helpful Tips

✅ Use a Warm Transfer whenever possible.

✅ Let your coworker know who is calling before completing the transfer.

✅ If the coworker doesn't answer, return to the original caller instead of transferring to voicemail (when appropriate).

Need Help?

North Shore YMCA Help Desk

🌐 https://helpdesk.northshoreymca.org/