While you have them on hold, you'd make a call to the intended recipient to see if they're available to take the call. If they do, then you'd put this active call on hold.
Your conversation with this caller will determine whether you need to pass them along to speak to someone else. The process of a warm transfer begins when you receive a call from someone (doesn't matter if it's through a traditional landline or cell phone). Basically, a warm transfer is when you introduce the caller to the person you're transferring them to, while a cold transfer is when you just put them through directly.
These two transfer methods are known as "warm" and "cold" transfers. With call forwarding, incoming calls are automatically forwarded to a preset number without first going through a human recipient. The difference between call transferring and call forwardingĪlthough these two features might sound similar, they’re pretty different.ĭuring a call transfer, someone presses a transfer button to pass an active call on to someone else before disconnecting themselves from the call. Business call transferring etiquette tipsįirst, let's get one thing out of the way: call transferring and forwarding? Two different things.When to use different call transferring methods.The difference between call transferring and call forwarding.From the basic (but sometimes overlooked) etiquette involved to the actual step-by-step instructions, everything you need to know is here.Īfter all, you want to make a good impression on your customers and make sure your phone experience reflects well on your business, right? Not to worry though, we’re here to walk you through the ins and outs of transferring a call. Well actually, there's a little more to transferring a call than that-especially if you work somewhere that has a business phone system (or uses softphones, or VoIP). Need to transfer a call? You just have to know which buttons on your office phone (or computer) to press.
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