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Transferring a call in the RingCentral app

Last updated on September 28, 2022
You can transfer a live call to any number. When transferring a call, you have three options:
  1. Before transferring, you can contact the call recipient. This is known as warm or consultative transfer.
  2. You can transfer the call without speaking to the call recipient. This is known as a cold transfer.
  3. You can transfer a call directly to someone’s voicemail.
Where do you want to transfer a call?
Desktop & web
Mobile
RingCentral App for Desktop: Transferring Calls
Runtime 1:54

Warm transferring a call

  1. While on a live call, tap the More button.
Click More
  1. Select Transfer.
Select Transfer
  1. Enter a name or number in the field, or enter a number using the dialpad.
  2. Click Ask first at the bottom of the dial window.
  3.  
Click Ask first
  1. Once you’ve spoken to the person receiving the transfer, click the Complete transfer button at the bottom of the dial window.
    1.   You can speak to all parties before completing the transfer. While on a call, click the name of the person who’s on hold to switch to that call. This will put the other caller on hold until you switch back.
Click Complete transfer
In a warm transfer, you’ll see the caller ID of the original caller.

Cold transferring a call

  1. While on a live call, click the More button.
  2. Select Transfer.
  3.   Enter a name or number in the field, or enter a number using the dialpad.  
  4. Click Transfer at the bottom of the dial window.

Transferring a call to voicemail

  1. While on a live call, click the More button.
  2. Select Transfer.
  3.   Enter a name or number in the field, or enter a number using the dialpad.  
  4. Click To voicemail at the bottom of the dial window to send the call directly to the selected person’s voicemail.
Click To voicemail

Transferring calls using the Heads-up display (HUD)

Note: To transfer calls using the Heads-up display (HUD), make sure you’ve turned on HUD in the RingCentral desktop or web app.
  1. While on a live call, click Phone in the left navigation bar, then click Extensions under HUD.
  2. Hover over the name of the user to whom you’d like to transfer the call.
  3. Click the Transfer icon, then select from the following:
    • Ask firstTalk to the call recipient before you transfer the call. When you’re ready, click Transfer.
    • Transfer: Automatically transfers the call to the selected extension.
    • To voicemail: Transfers the call directly to the selected extension’s voicemail.
Transferring calls using Heads-up display

Warm transferring a call

  1. While on a live call, tap the More button.
Tap More
  1. Tap Transfer.
Tap Transfer
  1. Enter a name or number in the Search field, select a contact from the list, or tap the dialpad icon (iOS: top right corner; Android: bottom right corner). Then enter a number.
  2. Tap Ask first.
Tap Ask first
  1. Once you’ve spoken to the call recipient, tap the Complete transfer button at the bottom of the dial window.
    1. You can speak to all parties before completing the transfer. While on a call, tap the name of the person on hold to switch to that call. This will put the other caller on hold until you switch back. 
Tap Complete transfer
In a warm transfer, you’ll see the caller ID of the original caller.

Cold transferring a call

  1. While on a live call, tap the More button.
  2. Tap Transfer.
  3. Enter a name or number in the Search field, select a contact from the list, or tap the dialpad icon (iOS: top right corner; Android: bottom right corner). Then enter a number.
  4. Tap Transfer now.
Click Transfer Now

Transferring a call to voicemail

  1. While on a live call, tap the More button.
  2. Tap Transfer.
  3. Enter a name or number in the Search field, select a contact from the list, or tap the dialpad icon (iOS: top right corner; Android: bottom right corner). Then enter a number.
  4. Tap To voicemail to send the call directly to the selected person’s voicemail.
Tap To voicemail
Desktop & web

Transferring a call in the RingCentral app desktop and web 

Last updated on May 18, 2022
Introduction to the RingCentral app

RingCentral App for Desktop: Transferring Calls

The RingCentral app allows you to transfer a live call to a number of your choice. While transferring a call to a different number, you’ll have the option to transfer your call in one of three ways.

Warm transferring a call

Warm transferring a call allows you to contact the other person before transferring the call to them. 
  1. While on a live call, select the Call Actions button.
  2. Click on the Transfer option from the dropdown menu.
Transfer a call
  1. Type a name or number in the field above or dial a number on the dialpad.
  2. Select the Ask first button at the bottom of the dialpad.
  3. Once the call has been patched through, speak to the person as desired, and when you’re ready, click the Complete transfer button at the bottom of the dialpad.
Once you choose to complete the transfer, your leg of the call will hang up, allowing the transferred party to take over the call. 
 
If you’d like to communicate back and forth between the parties before completing the transfer, click on the number of the other party at the top of the dialpad to switch to that other call. This will put the other party on hold until you switch back.
Switch transfers

Cold transferring a call

Cold transferring a call means transferring the call without first speaking with the person to whom you’re transferring. To cold transfer a call, follow these steps:
  1. While on a live call, select the Call Actions button.
  2. Click on the Transfer option from the dropdown menu.
  3. Type a name or number in the field above or dial a number on the dialpad.
  4. Select the Transfer button at the bottom of the dialpad.
Note: Once the call transfers, the app will hang up your leg of the call.

Transferring a call to voicemail

You can transfer a call straight to a person’s voicemail. Note: Voicemail transfers only work if you transfer the call to a RingCentral MVP contact, extension, or direct number. 
  1. While on a live call, select the Call Actions button.
  2. Click on the Transfer option from the dropdown menu.
  3. Type a name or number in the field above or dial a number on the dialpad.
  4. Select the To Voicemail button at the bottom of the dialpad.
Transfer to voicemail
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