Introduction
Zoom phone offers call transfer features that allow phone users to transfer calls and use preferred transfer methods through the Zoom desktop application.
*Please note that St. Cloud State University is currently in the process of transitioning all employees from the current phone system to the Zoom phone service between December 2022 and June 2023. This article applies only to those who have been moved to the Zoom phone service. Learn more about this project on the Zoom webpage.
Instructions
Use the instructions below to transfer calls using a Zoom phone. Please note you must be on a call for the transfer option to appear on the phone menu. If you are not currently on a call, your Zoom phone will display a phone keypad.
To transfer a call on a Zoom phone while on a call:
1. Select "Transfer"
2. Enter in the name (if the party you are transferring to has the Zoom phone service) or the number (for any transfer call, including transfer calls to those without Zoom phone service) of the party you want to transfer the call to.
3. If the party you are transferring the call to does not have the Zoom phone (e.g. outside organization, employee who has not yet joined the Zoom phone service, etc.), click the blue, round transfer button at the bottom of the virtual keypad. If the party you are transferring the call to has a Zoom phone, their information should appear to give you the option to click on their information to initiate the transfer. If they have multiple numbers associated with their account, you will be able to select the preferred number.
4. You will be presented with options to do a "Warm Transfer", a "Blind Transfer" or "Transfer to Voicemail". Click on your preferred option to complete the transfer.
Visuals of a transfer to a party who does not have the Zoom phone service:
Visuals of a transfer to party who has the Zoom phone service:
