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Click-to-Transfer

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Note: This feature is available as of Callbar 1.29.

 

Click-to-Transfer is a Callbar functionality that enables you to make a warm transfer by using the Click-to-Call feature.

If you have contact databases in other CRMs or other external tools, Click-to-Transfer will greatly improve your efficiency during calls by reducing the amount of steps required to make a warm transfer. 

Prerequisites to use Click-to-Transfer:

To utilize this functionality, follow the instructions below:

1. During a call, click on a phone number [1] to initiate the Click-to-Call feature. 

transfer_by_click_to_call.png

 

2. Click on Transfer [2] in Callbar to confirm the warm transfer.

1_transfer_by_ctc.png

 

The original call gets placed on hold while Callbar is dialing the other phone number.

2_transfer_by_ctc.png

 

3. When the other person accepts the call and you have finished talking to each other, click on Connect [3] to add the customer to the call. 

unnamed__1_.png

 

4. To complete the transfer and leave the call, click on Accept [4].

Alternatively, cancel the transfer by clicking on the Cancel [5] button.

4_transfer_by_ctc__1_.png

 

 

Notes on Transferring Calls

  • Wrong phone number: If you click on the wrong phone number in step 1, simply click on another number to replace it.
  • Invalid phone number: If you click on an invalid phone number in step 1, simply click on another number or edit the number manually.
  • Keyboard shortcuts: During the warm transfer overlay in step 2, “Esc” performs the “Cancel” action and “Enter” performs the “Transfer” action.
  • Phone numbers with prefixes: Callbar will assume the prefix of a phone number to make a call. If the phone number has no prefix, Callbar will assume your default prefix but you can still edit it.
  • Dialer pad: If you try to perform a Click-to-Transfer when your Callbar’s dialer pad is open, you need to exit the dialer pad (by clicking on Cancel) to see the warm transfer overlay (step 2).
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