Warm Call Transfer (speak to other advisors before transferring) | Voters

Warm Call Transfer (speak to other advisors before transferring)

Lewis Sullivan

It would be nice to be able to speak to the advisor you want to put a call through to before they speak to the customer, that way you can give them any other details of the ticket and know what is going on before they start talking to the customer.

August 1, 2023

Payton Douglass

Merged in a post:

Merge Call Function/Warm Transfer

Nathan Mouton

Would be nice to be able to perform a warm transfer, or merge call so that you might be able to explain a bit of the situation to the person receiving the call. Or just to be able to bring another advisor on the line and merge them into the call.

April 8, 2024

Josie Burgett

Merged in a post:

Live Call Transfer Warm Hand-Off

Molly Brugger

Ability to transfer a live call to another Advisor/Team using a warm hand-off (3-way) instead of only redirecting call.

September 5, 2023

Greg Carlson

Yes please. This is super important. Also sending the customer to an answering machine is very sad.

Tim Wiese

Ability to transfer a call is needed so we are not leaving customers hanging. I don't like having to tell a customer someone will call them back when we could just transfer the call.

Terry Burchill

Needs to be tied together with request 'Live Call Transfer Warm Hand-Off.' Having the ability to have a three-way conversation with the customer included or two-way with the other advisor before transferring the customer would both be useful.

Terry Burchill

Needs to be tied together with request 'Speak to other advisors before transfer.' Having the ability to have a three-way conversation with the customer included or two-way with the other advisor before transferring the customer would both be useful.

Steve Nugent

Please! Our scheduling and customer call back issues would be much less if we could forward to another advisor