This article provides instructions on how to perform a warm or consultative transfer using a Polycom VVX phone.
A warm or consultative transfer lets you speak with the receiving party first before the call is transferred.
1. While on an active call, press the Transfer or Trans key—this will place the call on hold.
2. Enter the extension number or phone number to where you want to transfer the call to. You can also select the Lines softkey on your device which displays your presence contacts.
3. Wait until the other party picks up. Once you are done talking to the receiving party, press the Transfer or Trans key to complete the transfer.
In a warm/consultative transfer, the Caller ID of the one transferring the call will show and not of the originating call.
NOTE: Warm/consultative transfer is the default transfer type. If you want to transfer calls directly to the other party, you can perform a cold or blind transfer instead. Alternatively, you can change the default transfer type if you prefer to consistently use only one method of transferring calls.