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Zoom Users - Transfers

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Transferring calls

If you have Zoom Phone activated on your account, you can transfer an ongoing phone call. There are three call transfer methods: warm transfer, blind transfer, and transfer to voicemail.

Note:

  • When transferring a call, the caller ID displayed to the party receiving the transfer depends on whether they're an internal or external number.
  • Your admin can restrict your ability to transfer calls to internal and/or external contacts. Contact your admin for more information.
  • If your admin enabled automatic recording or you start a call recording, the recording will end when you select a transfer option. This applies when transferring to external or internal contacts. If you select Warm Transfer, you can start the recording again to record the portion before you complete the transfer.

This article covers:

Prerequisites for transferring Zoom Phone calls

  • Zoom desktop client
    • Windows: 4.4.52570.0415 or higher
    • macOS: 4.4.52551.0414 or higher
    • Linux: 3.0.285090.0826 or higher
  • Zoom mobile app
    • Android: 4.4.52504.0411 or higher
    • iOS: 4.4.0 (52578.0415) or higher
  • Zoom PWA
  • Zoom Phone license
  • Call transferring enabled by admin

Transfer methods

You have access to three transfer methods on the Zoom Desktop Client and Mobile App:

Warm transfer: Places your call on hold while you complete the transfer. This option is useful if you need to navigate an automated answering machine for the caller or if you want to speak to the receiving party before your call is transferred.

Blind transfer: Transfers the call to the number and immediately hangs up your call. If there are any phone menu prompts, the other party will have to complete them.

Transfer to voicemail: Transfers the call to the voicemail of a specified phone number. This transfer method might not work for all numbers. You can also transfer to voicemail by using DTMF codes. 

How to transfer a call using the desktop client

  1. Sign in to the Zoom Desktop Client.
  2. Click Phone.
  3. Follow the instructions to make or receive a call.
  4. During a call, click Transfer.
  5. Follow one of these steps to locate or dial a phone number to transfer to:
    • Number pad: Dial a number to transfer to.
    • Search contacts: Enter a name to search your internal, external, and synced contacts.
    • Starred contacts: Click the elipses icon (...) then click Transfer to Starred. Hover over the contact and click the phone icon  to call them.
  6. Click the blue transfer button and select a transfer method.
  7. If you selected Warm Transfer, the current call will be placed on hold while you connect to the dialed number. Click Complete Transfer to transfer the call and hang up your phone. You can use most in-call controls before completing the transfer. Click Cancel Transfer if you want to cancel the warm transfer and return to the original call. 

How to transfer a call using the mobile app

  1. Sign in to the Zoom Mobile App.
  2. Tap Phone.
  3. Follow the instructions to make or receive a call.
  4. During a call, click Transfer.
  5. Dial a number or tap the contact icon  to search your starred, internal, external, phone contacts. Tap on a contact to call them.
  6. Tap the blue transfer button and select a transfer method:
  7. If you selected Warm Transfer, the current call will be placed on hold while you connect to the dialed number. Tap Complete Transfer to transfer the call and hang up your phone. You can use most in-call controls before completing the transfer. Tap Cancel Transfer if you want to cancel the warm transfer and return to the original call.

How to transfer a call using an IP Phone

Transferring a call from an IP Phone is dependent upon the manufacturer. Follow these instructions for:

 

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