How to Perform an Attended Transfer on a Yealink T54W Using 3CX

How To Perform An Attended Transfer On 3CX - Yealink T54W

📞 How to Perform an Attended Transfer on a Yealink T54W (3CX)

An attended transfer allows you to speak with another agent before transferring the caller. This is useful when you need to brief a colleague or check if they are available before sending the call through.

Follow the steps below:

✅ Step‑by‑Step Guide

1. Agent 1 receives the call

  • The incoming caller rings through to Agent 1.
  • Agent 1 answers the call normally.

2. Start the attended transfer

  • While speaking with the caller, Agent 1 presses the Transfer button on the Yealink T54W.

3. Call Agent 2

  • After pressing Transfer, the phone will prompt for a number.
  • Agent 1 dials Agent 2’s extension number.
  • Agent 1 waits for Agent 2 to answer.

4. Consult with Agent 2

  • Agent 1 and Agent 2 can now talk privately.
  • The original caller is placed on hold during this time.
  • Agent 1 can explain who is calling or provide context before completing the transfer.

5. Complete the transfer

  • When Agent 2 is ready to take the call:
    • Agent 1 presses the Transfer button again.
  • The caller is now connected to Agent 2.

🎉 Transfer Complete!

The attended transfer is successfully finished, and Agent 1 is free to take their next call. 

Info
If you still require assistance, please reach out to Summit support by calling 1300 049 749 or emailing us at support@summitinternet.com.au

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