If your business handles calls across a team, getting customers to the right person quickly matters. This CRM calling feature lets you transfer inbound or outbound calls to teammates on web, phone, or SIP devices without needing their personal phone number, making call handoffs simpler and more professional.

📌 Why This Matters

Call transfers are a big part of daily operations for many small businesses. Whether someone in sales, support, or the front desk answers first, customers often need to be passed to the right team member. With this feature, you can transfer calls based on the devices your staff already use, so your team can stay reachable without sharing personal numbers.

This helps your business:

• Protect privacy: Team members do not need to use their personal phone numbers to receive transferred calls.
• Reduce missed calls: Calls can ring multiple configured devices at the same time.
• Create smoother handoffs: Customers get connected faster to the right person.
• Support different workflows: It works for both incoming and outgoing calls.

✨ What’s New

• Transfer calls to multiple device types: Send calls to teammates on web, phone, or SIP desk phones based on their configured call forwarding settings.
• Works with warm and blind transfers: Choose the transfer style that fits the situation, whether you want to speak with your teammate first or send the caller directly.
• Available for inbound and outbound calls: Use the same transfer process no matter how the conversation started.
• Clear visibility for the receiving teammate: On web, the person receiving the call can see that it is a transferred call.
• Smarter transfer list: Teammates without a configured device are hidden, so you only see people who can actually receive the call.
• Current limitation: If a call has already been transferred to someone, they cannot transfer that same call again yet.

🛠️ How to Use It

1. Step 1: Start or answer a regular call from the web app, whether it is an inbound or outbound call.

1. Step 2: Click Warm Transfer or Blind Transfer, depending on how you want to hand off the call.
2. Step 3: Choose the teammate you want to transfer the call to. You will see which device types they can receive the call on.

1. Step 4: Click Hold & Call to begin the transfer process.
2. Step 5: The receiving teammate will see that the incoming call is a transferred call when answering on web.

1. Step 6: Your teammate clicks Answer to accept the call.

1. Step 7: Complete the warm transfer as usual to connect the caller with the right person.

Calls will ring all devices that teammate has set up under call forwarding, including web, phone, and SIP desk phone.

💡 Pro Tip

If your front desk or first responder can quickly transfer callers to the right person without delays or personal numbers, you can turn more incoming calls into booked appointments and sales.