Make it possible to forward calls inside your team to split up the sales process. With call forwarding, your agents can hand over a call directly from the dialer easily.
If you want to transfer to an external telephone number, click here.
Use the following guide to get started using internal call forwarding:
Activate call forwarding on a campaign
1. Go to ‘Settings‘> ‘Campaigns’ and click ‘Edit’ on the campaign you wish to use call transfers on.
2. Go to ‘Phone’ and check the box that says ‘Enable call transfers.’
Choose which agents and/or campaigns that can receive forwarded calls
1. When you’re editing a campaign, go to the tab ‘Call forwarding.’
2. Click on the ‘Type’ dropdown in the menu on the left and choose the campaigns and specific agents you want to enable as call forwarding receivers. It’s possible to add a note to agents transferring the call.
“Please give me an example,” you might say. No problem. Imagine that you add your agent ‘Ben’ under ‘Type’ and ‘Note’ you add ‘IT department.’ The agent transferring the call to ‘Ben’ will then see that he works in the IT department.