How To Transfer a Call Using Polycom VVX Phone

Introduction

Polycom VVX phones, connected to Skype for Business, allow calls to be transferred to other phones using a phone number or contact entry.  The information below will walk you through the process of performing this operation.  This process may vary by which phone model you have.  The descriptions provided below will aid you in determining which phone model you have:

Polycom VVX 300/310/301/311 (Previous Shared Desk Phone):  All black phone with a monochrome display that isn’t a touchscreen

Polycom VVX 400/410/401/411 (Standard Desk Phone):  Black phone with silver borders.  Color screen with 6 line buttons on each side of the screen

Polycom VVX 600/601 (Reception Style Desk Phone):  Black phone with silver borders.  Color touchscreen

You can also reference the information on the back of the phone to determine the model.

Estimated time to complete

5 minutes

Special Concepts

There are two transfer types available on the VVX phones. 

Consultive transfer allows you to transfer a call, announcing the call to the recipient prior to completing the transfer.  This is useful so that the person the call is being transferred to is alerted of the nature of the call before being connected. 

Blind transfer sends the call to the recipient without any announcement of the call.  This is a fast way to transfer a call but can lead to the recipient being surprised by the content of the call.

Steps

Transferring a Call 

Standard Desk Phone:

Consultative:

1. While on a call, select the Transfer button along the bottom of the screen
2. Select 'Consultative' transfer. 
3. Enter the phone number to transfer the call to, and wait for the phone to dial. 
4. After you announce the call, select the Transfer button again, to complete the transfer.
5. Once the transfer is complete your call will disconnect.

Note:  If the transfer destination does not answer, you will not be able to complete the transfer.  If you want to send the call to the destination voice mail, you should use the "Blind" transfer method detailed below.

Blind:

1. While on a call, select the Transfer button along the bottom of the screen
2. You will see "Blind Transfer to"  in the number field. This will ensure you are about to complete a blind transfer. 
3. Enter the phone number to transfer the call to, and wait for the phone to dial. 
4. Once the transfer is complete your call will disconnect.

Reception Style Desk Phone:

Consultative:

1. While on a call, select the Transfer button along the bottom of the screen
2. You will see "Transfer to"  in the number field. This will ensure you are about to complete a consultative transfer. 
3. Enter the phone number to transfer the call to, and wait for the phone to dial or press the green phone icon. 
4. After you announce the call, select the Transfer button again, to complete the transfer.
5. Once the transfer is complete your call will disconnect.

Note:  If the transfer destination does not answer, you will not be able to complete the transfer.  If you want to send the call to the destination voice mail, you should use the "Blind" transfer method detailed below.

Blind:

1. While on a call, select the Transfer button along the bottom of the screen
2. Select the 'Blind' option at the top right of the screen. You will see "Blind Transfer to"  in the number field. This will ensure you are about to complete a blind transfer.
3. Enter the phone number to transfer the call to, and wait for the phone to dial or press the green phone icon. 
4. Once the transfer is complete your call will disconnect.

Conclusion

After following the steps above you will have set up your default transfer type and successfully learned how to transfer a call.