Phone System · 1 min read
Transfer Calls to Team Members Without a Personal Number
How it works
You can transfer an active call to a team member without them having a personal phone number in their profile. The transfer rings wherever their Forward calls to settings point: the mobile app, web app or a forwarding number. If several are set, they all ring and the teammate can answer on any of them.
Transfer a call
- During a call, click Transfer.
- Search for and select the team member.
- Choose a blind transfer, or a warm transfer if you want to speak first where available.
- Complete the transfer.
Requirements
- The receiving teammate must have at least one way to receive calls turned on (web app, mobile app or forwarding number).
- They must be signed in to the app they'll answer on.
Tips
- If the teammate doesn't answer, the call follows your normal fallback.
- Ask teammates to check their call settings before relying on transfers.