Transferring Teams Calls on the Legacy Polycom Handset

The Need: An incoming call rings on your phone. The Caller ID information indicates that the call should be routed to another extension. You don't need to answer the call or check to see if the destination person is available or wants to accept a call.

How to Do it in Three Easy Steps

1. Tap the Forward button that is visible on the phone screen.
    
2. Use the phone keypad to enter the five or ten-digit number into the Contact field.
3. Tap the Forward button.
   
   The call will ring at the destination number and will go to their voicemail (and will be logged as a missed call) if they do not pick up.

The Need: An incoming call rings on your phone. The Caller ID information indicates that the call should be routed to the extension you are covering. You don't need to answer the call or check to see if the destination person is available or wants to accept a call. You wish to transfer the call to a Microsoft Teams Favorites or Contacts listing instead of entering in the phone number on the phone keypad.

How to Do it in Four Easy Steps

1. Tap the Forward button that is visible on the phone screen.
2. Tap the Contacts button at the bottom of the Call Forwarding screen.
3. A list of forwarding choices will fill the phone screen. These will be pulled from your Microsoft Teams Favorites list as well as from recent calls you have placed to other University extensions. These listings can be names, phone numbers or email addresses. The destination for the call may be on this screen although you may have to swipe up and down on the screen to see all of the choices. To select a listing, tap once on it so that it is highlighted.
   You can also use the Search button on the Contact List screen to look for a contact by last name, email address, or username. This will bring up a blank screen with a search field on top. Tap the keyboard icon to the right of the field to bring up a QWERTY display that you can use to enter a name. If you don't see the keyboard icon, tap ABC.
   Tap the checkmark after you enter a last name, email address, or username. The phone will present possible matches from the global University directory on the screen. When you see the listing that you want, tap once on it so it is highlighted.
4. Once you have selected a listing, tap Forward to complete the blind transfer. The call will ring at the destination extension and will go to their voicemail (and will be logged as a missed call) if they do not pick up.

The Need: Once a call has been answered, it needs to be transferred to another number entered on the phone keypad. You don't need to check to see if the destination person is available or wants to accept a call.

How to Do it in Three Easy Steps

1. Answer the incoming call by picking up the receiver and pressing the Answer Call button on the screen if necessary.


2. Press and hold the Transfer button that appears at the bottom of the screen...
   ...until the screen changes. The new screen will feature a black field next to a gray phone icon. Recently-accessed extensions will be listed underneath.


3. Enter the five or ten-digit number where you wish to direct the call using the phone keypad. As soon as you begin entering numbers, the gray phone icon will turn blue. You can tap the phone icon to send the call but the phone will route it anyway about three seconds after you stop entering numbers. The call will ring at the destination number. If the other party answers, the call will be recorded on their call log. If they do not answer, the call will be logged as a missed call to your number.

NOTE: If you wish to blind transfer calls with a single tap of the Transfer button on the display (without holding it down), you need to change the default transfer type setting on your phone. This procedure is documented in the last section of this document.

The Need: Once a call has been answered, it needs to be transferred to a listing from your Contacts list. You don't need to check to see if the destination person is available or wants to accept a call.

How to Do it in Five Easy Steps

1. Answer the incoming call by picking up the receiver and pressing the Answer Call button on the screen if necessary.


2. Press and hold the Transfer button that appears at the bottom of the screen...
   ..until the screen changes. The new screen will feature a black field next to a gray phone icon. Recently-accessed extensions will be listed underneath.


3. Tap the Contacts button at the bottom of the phone screen.
4. A list of contacts will appear on the phone screen. Look for the listing of the destination identity/number where you want to transfer the call. You may have to swipe up and down on the screen to see all of the choices. To select a listing, tap once on it so that it is highlighted.
   To see a list of choices pulled exclusively from your Microsoft Teams Favorites or from your Contacts, tap the Groups button and select either Favorites or Other Contacts.
   You can also use the Search button on the Contact List screen to look for a contact by last name, email address, or username. This will bring up a blank screen with a search field on top. Tap the keyboard icon to the right of the field to bring up a QWERTY display that you can use to enter a name. If you don't see the keyboard icon, tap ABC.
   Tap the checkmark after you enter a last name, email address, or username. The phone will present possible matches from the global University directory on the screen. When you see the listing that you want, tap once on it so it is highlighted.
5. Once you have selected a listing, tap Dial to complete the blind transfer. The call will ring at the destination number.

The Need: After a call is answered, it needs to be transferred to another number. However, before you transfer the call, you need to ring the destination extension to make sure that it answers and the person wishes to accept the transferred call.

How to Do it in Four Easy Steps

1. Answer the incoming call by picking up the receiver and pressing the Answer Call button on the screen if necessary.


2. Tap the Transfer button that appears at the bottom of the screen.
   The new screen will feature a black field next to a gray phone icon. Recently-accessed extensions will be listed underneath.
3. Enter the five or ten digit number on the phone keypad. As soon as you begin entering numbers, the gray phone icon will turn blue. You can tap the phone icon to send the call but the phone will route it anyway about three seconds after you stop entering numbers.
4. The call will ring at the destination number. When the other party picks up, ask them if they wish to speak with the first caller (on hold). If they say yes, tap Transfer at the bottom of the screen.
   At this point, the call should be transferred and should no longer be audible on your handset.

NOTE: If you change the default transfer type setting on your phone to Blind, then you will need to hold down the Transfer button at step 2 to set up a consultative transfer. The procedure for changing the default transfer type setting on your phone is documented in the last section of this document.

The Need: After a call is answered, it needs to be transferred to a number/account that is listed in your Microsoft Teams contacts. However, before you transfer the call, you need to ring the destination to make sure that it answers and the person answering wishes to accept the transferred call.

How to Do it in Five Easy Steps

1. Answer the incoming call by picking up the receiver and pressing the Answer Call button on the screen if necessary.


2. Tap the Transfer button that appears at the bottom of the screen.
   The new screen will feature a black field next to a gray phone icon. Recently-accessed extensions will be listed underneath.
3. Tap the Contacts button at the bottom of the phone screen.
4. A list of contacts will appear on the phone screen. Look for the listing of the destination identity/number where you want to transfer the call. You may have to swipe up and down on the screen to see all of the choices. To select a listing, tap once on it so that it is highlighted.
   To see a list of choices pulled exclusively from your Microsoft Teams Favorites or from your Contacts, tap the Groups button and select either Favorites or Other Contacts.
   You can also use the Search button on the Contact List screen to look for a contact by last name, email address, or username. This will bring up a blank screen with a search field on top. Tap the keyboard icon to the right of the field to bring up a QWERTY display that you can use to enter a name. If you don't see the keyboard icon, tap ABC.
   Tap the checkmark after you enter a last name, email address, or username. The phone will present possible matches from the global University directory on the screen. When you see the listing that you want, tap once on it so it is highlighted.
5. Once you have selected a listing, tap Dial to complete the consultative transfer.
6. The call will ring at the destination address. When the other party picks up, ask them if they wish to speak with the first caller (on hold). If they say yes, tap Transfer at the bottom of the screen.
   At this point, the call should be transferred and should no longer be audible on your handset.

NOTE: If you change the default transfer type setting on your phone to Blind, then you will need to hold down the Transfer button at step 2 in order to set up a consultative transfer. The procedure for changing the default transfer type setting on your phone is documented in the last section of this document.

The Need: After answering a call, you decide to transfer it to another number. Except that instead of doing a blind or consultative transfer, you decide to stay on the line long enough to make introductions. These instructions essentially describe how to create a conference call out of what begins as a one-on-one conversation.

You can repeat these steps to add as many as 249 people to a Microsoft Teams call. If you need to have more than just a small number of people on a call, consider creating a meeting in Outlook and adding the Microsoft Teams​ Meeting option.

How to Do it in Two Easy Steps (with a Call Already in Progress)

1. Press the Confrnc button that appears at the bottom of the screen.
   The new screen will feature a black field next to a gray phone icon. Recently-accessed extensions will be listed underneath.
2. Enter the five or ten-digit number of the party that you wish to conference with using the phone keypad. As soon as you begin entering numbers, the gray phone icon will turn blue. You can tap the phone icon to send the conference call request but the phone will route it anyway about three seconds after you stop entering numbers.
   The call request will ring at the destination number. If the other party answers, the phone will add them to the conference call.

The Need: You wish to change the default call transfer setting so that you can blind transfer calls with a single tap of the Transfer button. By default, you have to hold down the Transfer button to get to blind transfer mode.

Changing this setting will also change the process for initiating a consultative transfer. Once the change is made, you will have to hold down the Transfer button to set up a consultative call transfer.

How to Do it in Five Easy Steps

1. Press the Home button on the right side of your phone.
2. Tap the Settings (gear) icon. You may need to swipe right on the screen to make it visible.
3. Tap Basic, and then Preferences, followed by Default Transfer Type to get to the Default Transfer Type screen. You can also get to this screen by pressing 1, 1, and then 13 on the phone's keypad.


4. Tap Blind so that a checkmark appears in the circle next to the text.
5. Press the Home button twice to exit from the Settings menu.