FAQs in this section
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.