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    How to transfer a call with Microsoft Teams

    May 14th, 2019

    Consult then transfer (warm transfer)

    Step 1

    While on a call click the button with the 3 vertical lines. Then choose "consult then transfer". 

    Step 2

    Search for the staff member you would like to consult with. Highlight their name the press consult.

    Step 3

    You have 2 choices to consult with the staff member before you transfer.

    You can call them by clicking on the phone icon. You will put the caller on hold and it will dial the staff member you would like to consult before you transfer.

    Once you have spoken with the staff member hit the transfer button.


    Or you can chat the staff member before you hit the Transfer button.

    Transfer without consulting (cold transfer)

    Step 1

    While on a call click the button with the 3 vertical lines. Then choose "transfer".

    Step 2

    Search for the staff member you would like to consult with. Highlight their name then press transfer.




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