FAQs in this section
What is the Ducom integration with Vtiger CRM? How do I integrate Duocom with Vtiger CRM? How do I configure Vtiger settings in My Web office? What is the Telzio integration with Vtiger CRM? How do I integrate Telzio with Vtiger CRM? How can I get started with VICIdial integration? Why is my agent not able to see the incoming call pop-up? Why is Click-To-Call not working for some agents? Why are Outgoing Call records in the 'triggered' status even after calls are completed? What is the Knowlarity integration with Vtiger? How do I integrate Knowlarity with Vtiger? How do I configure my Knowlarity credentials in Vtiger? How to configure extension numbers for users? How do I enable Vtiger integration in Knowlarity? Is there a way to connect Vtiger with 3CX to show the popup for an incoming call? How do I create a transcript of voicemail messages? Can I set up a Voicemail in Vtiger CRM? How do I know what status a Phone call is in? How do I link Phone Calls to Business Hours? How do I create a transcript of phone calls? How do I make a phone call to my customer? Can I set up a voicemail from the Phone Calls module? How do I see the details for each phone call I have made? Can I save my phone calls as text copies or transcripts? Can I call my customers directly from my laptop or desktop? How do I make a phone call from Vtiger CRM? In which editions of Vtiger CRM is the Phone Calls module available? Can I use multiple gateways or service providers to make calls? Where do I add a phone number to use in the Phone Calls module? What are the features available in the Phone Calls module? Where do I see the details of all the calls I have made? What are the telephony gateways that are integrated with Vtiger CRM? How is the Phone Calls module useful? What if my customer calls after business hours or if customer representatives are occupied and unable to take a call? Can you record calls using the Phone Calls module in Vtiger CRM? What is the Customer Sentiments feature in Vtiger CRM? What is the Call Notes feature in Vtiger CRM? What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM? What is the Incoming Call Pop-up feature in Vtiger CRM? How do I configure Plivo as a Normal gateway in Vtiger CRM? Where is the recording of my calls stored in Vtiger CRM? How do I configure Plivo as a client gateway in Vtiger CRM? What is PHLO Support for Plivo? What is the Vtiger Asterisk Connector? What do I need to install the Asterisk Connector? How do I use the Phone Calls module in Vtiger CRM? How do I set up Plivo with Vtiger CRM? How many gateways can I set up for Asterisk in Vtiger CRM? How do I configure Asterisk in Vtiger CRM as a Normal gateway? Is it necessary to create an account in VICIdial? How do I install the Vtiger Asterisk Connector? How do I set up Vicidial in my CRM account? Why is the Recording Link not Working in Vtiger? How do I configure Exotel in Vtiger CRM? What is VICIdial? What are the benefits of VICIdial integration? Which versions of VICIdial does Vtiger support? Is VICIdial integration available in the Sales Starter edition in Vtiger CRM? Is it necessary to install the Phone Calls to enable VICIdial in the CRM? How do I add my VICIdial User ID in Vtiger CRM? How do I get VICIdial incoming call pop-ups in the CRM? How does Exotel integration work with Vtiger? How do I set up the recording filename for VICIdial?
Can I transfer a call to the CRM?
Table of Contents
Yes, you can.
With just a click, the Transfer Call feature helps you transfer the call to others from the incoming call pop-up.
For example, if Chris is busy on a call with a customer and receives another, he can immediately transfer the second call to James, another sales representative.
Follow these steps to transfer a call:
- Log in to your CRM account.
- Receive the call from the incoming call pop-up.
- Click the Transfer icon shown on the top right of the pop-up.
- Select the agent to whom you want to transfer the call.
- Add transfer call notes, if any.
- Click Transfer call.
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