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Transferring a call in the RingCentral app desktop and
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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.
First, you can choose to contact the other number before transferring the call to them, otherwise known as a warm transfer. Second, you can choose to transfer the call directly without speaking to the other person, also called a cold transfer. Finally, you may choose to transfer the caller directly to the other person’s voicemail.
Let’s review how to perform each of these options below.
Warm transferring a call
Warm transferring a call allows you to contact the other person before transferring the call to them. To warm 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 keypad.
4. Select the Ask first button at the bottom of the dial pad.
5. 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 dial pad.
Once you choose to complete the transfer, your leg of the call will hang up, allowing the transferred party to take over the call.
Alternatively, if you’d like to communicate back and forth between the parties before completing the transfer, you can simply click on the number of the other party at the top of the dial pad to switch to that other call. This will put the other party on hold until you switch back.
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 keypad.
4. Select the Transfer button at the bottom of the dial pad.
Once the call transfers, the app will hang up your leg of the call.
Transferring a call to voicemail
You can also transfer a call straight to a person’s voicemail. Please note: Voicemail transfers only work correctly if you transfer the call to a RingCentral Office contact, extension, or direct number.
To transfer a call directly to a person’s voicemail, 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 keypad.
4. Select the To Voicemail button at the bottom of the dial pad.
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