Call Management: Hold and Transfer

Question

How do I place a call on hold or transfer to another contact?

Quick reference guide

Please consult this quick reference guide below.

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Call Management: Hold and Transfer

Information

Place a Call on Hold

From the three-dot more options menu, select Hold.

More Options menu with Hold highlighted

A resume button will appear in the control bar when you have placed a call on hold. Tap Resume to retrieve a call from hold.

Resume button in call window toolbar

Transfer

From the three-dot more options menu, select Transfer.

More Options menu, Transfer option highlighted

Search for the recipient by name (if they are internal) or dial a number to transfer the call to an external recipient.

Tap Transfer to send the call to an internal recipient via Teams.

Transfer the call dialog box with searched contact highlighted

Transfer to a recipient's voicemail or alternative phone number by clicking on the drop-down menu next to Transfer. Have the caller sent back if the transfer recipient is unavailable.

Ring back if there's no answers toggle selected.

Note: This feature will be grayed out (not available) when the option to Ring back if there's no answer is enabled.

Consult then transfer

From the three-dot more options menu, select Consult then transfer.

More Options menu, Consult then transfer option highlighted

  1. Search for the recipient by name (if they are internal} or dial a number to consult with an external recipient.
  2. If the recipient is internal, select Chat to start a chat with them. • If an audio call is preferred, click the drop-down next to the Chat button to initiate a call instead.
    Choose a person to consult window with contact selected and Chat button highlighted
  3. If the recipient is external, click Consult.
  4. A separate (chat or call} window will appear. Select the appropriate transfer option from the upper-right corner when your consultation is complete to transfer the call to the recipient via Teams.
    Transfer button and drop-down highlighted within the consult chat window
    • Access more phone numbers for an internal recipient by clicking on the drop-down next to transfer.

Links to Additional Content

For additional guides, please consult the Quick Reference Guides category for Teams calling.

Details

Article ID: 140422
Created
Tue 4/19/22 1:33 PM
Modified
Tue 10/18/22 12:24 PM

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How to place a call through Microsoft Teams.
This short video tutorial will guide you through how to place a call on hold and how to conduct a transfer in Microsoft Teams.

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