Transferring A Call; Consultative Transfer - ShoreTel ShoreWare User Manual

Personal call manager
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Task

Transferring a Call

Consultative Transfer

Basic Call Handling
Personal Call Manager, Step-by-Step Guide
Step-by-Step Instructions
From the Personal Call Manager
Compact view:
1. Click the Transfer button.
The Transfer dialog box
appears.
2. In the Dial box, enter the name
or number where you want to
transfer the call.
3. Select the desired name or
number.
4. Click the Transfer button to
transfer the call
From the Personal Call Manager
Compact view:
1. Click the Transfer button.
The Transfer dialog
box appears.
2. In the Dial box, enter the name
or number where you want to
transfer the call.
3. Select the desired name or
number.
4. Click the Consult button.
The phone you
are transferring to rings and the
"Complete Transfer" message
appears on your screen.
5. When the party answers, you
can confer with them before
transferring the caller.
6. Click Yes to transfer the call.
The caller is then transferred.
7. Click No to cancel the transfer.
The caller remains on your line.
9

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