FAQ: Is the live transfer feature operational? Our Lead Manager does not see the option.

Answer:

The live transfer feature is operational for outbound calls but not yet for inbound calls. You can click the telephone icon with the plus sign to add a person to the call and do the live transfer.

Here is how you can do it:

3. Make a call.

4. Once you are connected with the lead, a ‘Call+’ icon will pop up, click on it. A new window will open.

5. Click the ‘Contact’ tab and search to add the person you want to have a live transfer with, or click the ‘Keypad’ tab to enter their phone number.

6. Hit the ‘Call’ icon.

Reference Video:

https://www.loom.com/share/5d7f268045454756bb3b2a66098b6c02?sid=4b2057c4-7852-4518-9de3-80fd8d116e42