Home  >   FAQs   >  Can I transfer a call to the CRM?
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:

  1. Log in to your CRM account.
  2. Receive the call from the incoming call pop-up.
  3. Click the Transfer icon shown on the top right of the pop-up.
  4. Select the agent to whom you want to transfer the call.
  5. Add transfer call notes, if any.
  6. Click Transfer call.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.