In this example we will demonstrate how to perform a blind and attended (consultative) transfer using a Polycom Soundpoint IP 650. We will assume that an incoming call will be received on the Polycom phone which is registered to Extension 111.

Note: A Blind Transfer is a transfer to another extension without actually initiating a call to the end destination. The call is blindly transferred to the destination.
By comparison, an attended transfer is a transfer where before actually transferring to the destination, the call is put on hold and another call is initiated to confirm whether the end destination actually wants to take the call or not. These two calls are then merged together.

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Blind transfer method

Step 1: An incoming call received from Extension 100.

Press the Answer Button to answer the call.

Step 2: Transfer the call.

Press the transfer button (Trnsfer) to start the blind transfer procedure. At this point, Extension 100 should start hearing music on hold.

Step 3: Selecting Blind transfer.

Press the Blind button to  start the blind transfer.

Step 4: Enter the destination you want to transfer the call to.

Enter the extension number followed by Send (or Dial depending on model). In this example the destination we want to transfer to is Extension 118.

Step 5: Transferring the call.

The Polycom is now blindly transferring the call from 100 to 118. Once the destination (118) answers the call, the Polycom will show the usual idle screen and extension 100 and 118 will be connected together.

Attended transfer method

Step 1: An incoming call is received from Extension 118.

Press the Answer Button to answer the call.

Step 2: Transfer the call.

Press the transfer button (Trnsfer) to start the attended transfer procedure. At this point the caller is put on hold.

Step 3: Choosing Attended transfer Method.

Enter the number of the extension you wish to transfer to and press Send (or Dial). In this example the destination is Extension 100. A call will be initiated to this extension. The original caller is still on hold.

Step 4: New call initiated to end destination.

A new call is made to the end destination (extension 100).

Step 5: Transfer the call to destination.

We will assume that the end destination (extension 100) has answered the call and also agreed to take the original call.
Press the Transfer (Trnsfer) button to merge both calls together – The original caller (118) will stop hearing music on hold and will be connected to extension 100.

TIP: You can also press the line key at the top left of the above screenshot to inform the caller that you are about to transfer the call to the end destination.

Congratulations: You now know how to perform an attended (consultative) transfer and a Blind transfer using a Polycom phone.