Transferring calls In Zoom App

Zoom Phone is an application that will allow you to transfer an ongoing call if it has already been set up on your account. If I were to transfer an entry to voicemail through three methods, they would be the following: warm transfer, blind transfer, and voicemail to voicemail.

Note:

  • It depends on whether the recipient of the transfer is an internal or external number as to whether the caller ID will display to them when the call is transferred.
  • You can limit your admin’s ability to transfer your calls to a selected internal or external contact by changing the settings in your account. You can reach out to your admin if you need more information.
  • As soon as you select the option to transfer, the recording will end if your admin has enabled automatic recording, or if you started recording a call yourself. If you transfer to internal or external contacts, the recording will end. In the case of Warm Transfer, you can record the portion before the actual transfer is done by starting the recording again.

Prerequisites for transferring Zoom Phone calls

  • Desktop client for Zoom
    • For Windows: 4.4.52570.0415 or later
    • For Mac OS X: 4.4.52551.0414
    • Or higher for Linux: 3.0.285090.0826
  • The Zoom app
    • For Android: 4.4.52504.0411
    • For iOS: 4.4.0 (52578.0415) or higher
  • License for Zoom Phone
  • To transfer calls if it is enabled by the administrator

Transfer methods

Zoom Desktop Client and Mobile App offer three methods of transferring files:

Warm transfer: While you complete the transfer, your call is put on hold. If you want to communicate with the receiving party before your call is transferred, this can be useful if you need to work your way through an automated answering machine.

Blind transfer: It immediately hangs up your call upon transferring the call to the desired number. A phone menu will appear if the other party has to complete it.

Transfer to voicemail: The call is transferred to a specified voicemail box. Some numbers may not be able to be transferred this way. DTMF codes can also be used to transfer to voicemail.

How to transfer a call using the desktop client

  1. Zoom Desktop Client is available for download.
  2. Click the phone icon.
  3. A phone call can be made or received by following the instructions on screen.
  4. To transfer a call, simply click the Transfer button.
  5. If you want to contact a different phone number, you can follow one of these steps:
    • Number pad:
    • Enter the number you want to call.
    • Search contacts:
    • If you know their names, you can search for them using the information you have stored in your internal, external, and synced contacts.
    • Starred contacts:
    • To transfer contacts to the Starred list, click the three ellipses (…). Click the phone icon to contact the contact by hovering your cursor over it.
  6. Once you have selected a transfer method, click the blue transfer button.
  7. In the case of warm transfer, your current call will be suspended until you can connect to the number you dialed. In order to finish the call transfer and hang up, click the Done Transfer button. Most of the in-call controls are available to you before you complete the transfer. For cancelling the warm transfer and returning to the initial call, click Cancel Transfer.

How to transfer a call using the mobile app

  1. Log into the Zoom App on your mobile device.
  2. Tap the phone icon.
  3. A call will be placed or received as directed.
  4. When a call is in progress, click Transfer.
  5. You can search for your starred contacts, internal or external ones, by dialing a number or tapping the contact icon on your smartphone. When you have found someone you would like to call, tap on their name.
  6. From there, you can select a method of transfer by tapping on the blue transfer button:
  7. As a result of the “Warm Transfer” option, the call on hold will remain on hold until you have connected to the number you dialed. You can complete the call transfer by tapping on the Complete Transfer icon. Once you have completed the call transfer, you will be able to use all the in-call control options. You can cancel the warm transfer by tapping the Cancel Transfer button.