Transferring Calls

This article is about the new version of Lead Center, which is currently in testing. For information about our current Lead Center offering, check out this support article.

Using Cold Transfer

You can transfer an active call to any agent in Lead Center. With a cold transfer, when you click the transfer button, you are immediately disconnected as the caller is sent to a different agent.

  1. On an active call, click the Transfer button in the top of the middle panel.

    transfer.png


  2. Select the name of the agent to whom you would like to transfer the call. 

    transfer_list.png

  3. If the agent is not online, the caller will be sent to the agent's personal voicemail. If the agent does not have a personal voicemail, the caller will be disconnected.