A warm call transfer is a feature that allows you to transfer a call to another party while retaining the ability to speak with the caller until the transfer is complete. This ensures a smooth transition and enhances the caller's experience by providing them with personalized attention throughout the process.
Before you can perform a warm call transfer, you must first set up your phone system within the CRM. Here's how to get started:
Access Settings: Navigate to the settings section of your CRM account.
Configure Phone Numbers: Locate the "Phone Numbers" section and add a phone system. It's crucial to have your phone system set up before attempting any calls.
Once your phone system is configured, you're ready to perform a warm call transfer. Follow these steps:
Initiate a Call: Click on the call icon to open the dialer.
Input the phone number in the Dialer section, or select a contact from the “Contacts” section, and then proceed to initiate the call.
Select Warm Transfer: Within the dialer, you'll find the option for a warm transfer. Click on it to proceed.
Transfer the Call: You can either transfer and end the call or hold the current caller while you reach out to the contact you're transferring the call to. Once the contact picks up, you can merge the two calls.
Call Recording: You have the option to record calls, which can be useful for training purposes or to review conversations at a later time.
Call Tracking: Keep track of who you've called and who you haven't with the call tracking feature. This can help you manage your leads more effectively.
If you encounter any issues while attempting to perform a warm call transfer, consider the following tips:
Ensure your phone system is properly connected and configured within the CRM settings.
Verify that you have a stable internet connection, as this can impact call quality and functionality.
If problems persist, consult the CRM's support resources or contact customer support for assistance.
Q: Do I need a specific phone system to use the warm call transfer feature?
A: Yes, you need to have your phone system connected to the CRM. The CRM integrates with specific phone systems, so ensure yours is compatible.
Q: Can I perform a warm call transfer to any contact?
A: Yes, you can transfer the call to any contact within your CRM, provided you have their information saved.
