3CX Call Transfer Guide - Blind & Attended Transfers

Transferring Calls

Why Transfer Calls?

Sometimes you'll need to pass a call to a colleague – perhaps someone's asking for a specific person, or the enquiry needs expertise from another department. 3CX makes this simple.

Two Types of Transfer

Blind Transfer (Quick Transfer)

Use this when you just need to send the call to someone else without speaking to them first.

From the Web Client or App:

1. Whilst on a call, click the "Transfer" button
2. Type the extension number or start typing your colleague's name
3. Click "Transfer"
4. Hang up – the call is now transferred

From a Desk Phone:

1. Press the "Transfer" button on your phone
2. Dial the extension number
3. Press send/dial
4. Hang up

Attended Transfer (Announced Transfer)

Use this when you want to speak to your colleague first to explain who's calling and why.

From the Web Client or App:

1. Click "Att. Transfer" (Attended Transfer)
2. Type the extension or colleague's name
3. Wait for them to answer
4. Explain who's calling and what they need
5. Click "Transfer" to complete the transfer

From a Yealink Desk Phone:

1. Press "Transfer"
2. Dial the extension or select from your contacts
3. Press "Send"
4. Announce the caller
5. Press "Transfer" again
6. Hang up

From a Snom Desk Phone:

1. Press the "Hold" button
2. Dial the extension
3. Announce the call when they answer
4. Press "Transfer"
5. Press send/dial
6. Hang up