How to Transfer an Incoming Call

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, etc. 

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.