Consultative Transfer - Polycom VVX 500 Training Manual

Consultative Transfer is used when you would like to notify a user that you have a call for them before sending it over.
Step 1: To initiate the Consultative Transfer, touch the Transfer
Touch Key. The caller is then placed on hold and they will hear
hold music.
Step 3: Enter the 10 digit phone number or
extension of the person that you would like to
transfer the caller to. Then press the green
phone Touch Key
This is also referred to as a warm transfer.
If you would like to
transfer the call to a
number that you have
stored as a speed dial,
you can press the
extension Touch Key to
bring up the speed dials
after pressing the
Consultative Touch Key.
Step 4: You will then be connected with the person that you would like to transfer the call
to so that you can notify them of the call. If they would like to take the call, complete the
transfer by pressing the Transfer Touch Key. Once pressed you will be removed from the
call and the two users will be connected directly. If they do not want to take the call, press
the Cancel Touch Key to be connected back to the original caller.
Step 2: Press the Consultative Touch Key
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