Transfer Calls Without Personal Phone Numbers
SMBcrm now supports transferring calls to teammates who do not have a personal phone number configured. During a warm or blind transfer, the transfer list shows which device types each teammate can receive calls on.
How call transfers work
- Start a regular inbound or outbound call from the web app.
- Select warm transfer or blind transfer.
- Choose the staff member you want to transfer the call to. SMBcrm shows the device types they can receive the transferred call on.
- For a warm transfer, select Hold & Call.
- If the recipient answers on the web app, they can see that the call was transferred before answering.
Key details
- Works for warm and blind transfers.
- Works for inbound and outbound calls.
- Transfers ring every device the teammate has set under “Forward calls to” at the same time: web app, configured phone, and SIP desk phone.
- Teammates with no device configured are hidden from the transfer list.
- Re-transferring a call that was already transferred to you is not supported yet.
- SMBcrm Mobile app support as a transfer source and destination is coming in a few weeks.
Enable it through Labs
- Open admin settings, then go to Labs > Account.
- Find “Transfer calls to any device a teammate uses” and select “Activate Feature”.
- Select the accounts you want, then use Bulk Actions > Enable Access.
- Save your changes.
In Case You Missed It
For another recent workflow update, see Contact Tag Updates Now Require Confirmation.
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