How to Transfer a Call in the 3CX App or Web Client
You can transfer calls from the 3CX app on your mobile or computer, just like from a desk phone. Here's how to do a blind transfer and an attended transfer.
4 steps to get it done
Blind transfer
During the call, tap or click Transfer. Search for your colleague by name or extension, or type an external number, then select them. The call is sent straight to them.
Attended transfer
During the call, choose Attended transfer (it may be under the More or ... menu on mobile). Select your colleague. The caller is put on hold while you speak to your colleague.
Complete or cancel the attended transfer
When you have explained who is calling, tap or click Transfer (or Complete transfer) to connect the caller. If your colleague can't take it, end that leg and return to the caller.
Check your colleague's status first
Your contacts show whether colleagues are available, busy or on a call. Transfer to someone who is available, or to a group or queue if your system has one.
Tips:
- Attended transfer is best for important callers, because your colleague knows who is on the line before they answer.
- You can transfer a call that you answered on your mobile app to a colleague's desk phone, and the other way round. It is all one phone system.
- Button names can vary slightly between the iOS, Android, desktop and web versions of the app.
Quick answers
Can I transfer a call from my mobile to a colleague's desk phone?
Yes. With 3CX, the mobile app, desktop app and desk phones are all extensions on the same system, so you can transfer between any of them.
Can I transfer a call to an external mobile number?
Yes. Type the full number in the transfer search box instead of choosing a colleague.
Who can help us set up transfers, queues and groups?
Wise Cloud Technology sets up your call flow, including ring groups and queues, when we install your system on site, and we can change it later as your team changes.
More 3CX how-tos
How to Set Up and Check Your Voicemail
How to check your voicemail messages from your desk phone, the 3CX app, or remotely — and how it's all set up.
Read the guide
3CXHow to Change Your Voicemail Greeting
How to record or upload a personal voicemail greeting, including different greetings for different statuses.
Read the guide
3CXHow to Add a New User (Extension) to Your Phone System
How a new staff member gets set up with their own extension on your Wise Cloud Technology cloud phone system.
Read the guide
Need a hand with setup?
Wise Cloud Technology can configure your handsets, headsets and network gear for you as part of installation — no troubleshooting required.