If you are wondering how you can transfer an incoming call to another user in your account, this guide will show you how. This feature makes managing client interactions even easier by allowing you to view key details such as the number initiating the call and the number being dialed before initiating the transfer. Let’s dive right in!

Here is an example of an incoming call. Once answered, you will be presented with the option to send a message, add notes, perform a blind or warm transfer, and more.

In a blind transfer, the call is simply forwarded without any prior introduction or context. In contrast, a warm transfer involves informing the person receiving the call about the caller’s issue or reason for calling before handing the call over. Choose the option that suits your needs. We will perform a warm transfer for this guide.

Now, locate the desired user by utilizing the search bar or scanning through the list. Once you have found them, select the Hold & Call button to pause the current call and dial the user.

You can also switch to the keypad to enter the number you wish to dial. Don’t forget to add the area code!

Once the receiving agent is aware of the issue, select the option to merge the calls.

Both parties will now be connected and you are now free to leave the call!

There you go! Utilize this feature to simplify your communication process and maintain overall efficiency.

Frequently Asked Questions #

What is the difference between a blind transfer and a warm transfer? #

In a blind transfer, the call is forwarded without any prior introduction or context. In a warm transfer, you inform the receiving person about the caller’s issue or reason for calling before handing the call over.

How do I start transferring an incoming call? #

Once you have answered the call, choose the transfer option (blind or warm), then locate the desired user using the search bar or by scanning the list.

What does the Hold & Call button do? #

It pauses the current call and dials the user you selected, allowing you to speak with them before completing a warm transfer.

Can I transfer a call to a number not in my user list? #

Yes. Switch to the keypad to enter the number you want to dial. Be sure to include the area code.

How do I complete a warm transfer? #

After the receiving agent is aware of the caller’s issue, select the option to merge the calls. Both parties are connected, and you are then free to leave the call.

What details can I see before transferring a call? #

You can view key details such as the number initiating the call and the number being dialed before you initiate the transfer.