How to Transfer a Call with RingCentral

The Basics of Call Transfers on RingCentral

Call Transfers on RingCentral

When it comes to running a business, time is of the essence, and important calls can’t be left unattended. That’s why it’s essential to know how to transfer calls on RingCentral. The platform offers different types of call transfers such as Warm Transfers, Blind Transfers, and Supervised Transfers, each with its own unique features and benefits. As a beginner, knowing the basics of these call transfers will make it easier for you to navigate the RingCentral system.

So, what are call transfers? A call transfer is the process of transferring an ongoing call from one person to another. This function is essential especially in businesses where customers need to be directed to the right department. For example, if a customer calls to report a problem, the support team can transfer the call to the technical team, or if it’s a sales call, the receptionist can transfer the call to the sales team.

Here are the three types of call transfers on RingCentral:

1. Warm Transfers

Warm Transfers RingCentral

Warm transfers are also referred to as “consultative transfers” and are typically used in situations where the call initiator needs to introduce and hand over the call to the recipient. This type of transfer is commonly used in customer service tasks, where the initial agent is unable to handle the customer’s query and has to involve someone with more experience or higher authority. With warm transfers, the recipient gets informed about the caller’s situation before deciding whether to accept the transfer or not. As a result, the recipient can provide the appropriate response and improve the customer’s satisfaction.

To make a warm transfer on RingCentral, there are a few steps you need to follow:

  • Click on the “Transfer” button on the interface, represented by an arrow on the calling window.
  • Select the person you want to transfer the call to from the list of extension numbers, which are active on the system.
  • Once you have selected the recipient, wait for their acknowledgment. If they accept the transfer, click on the button that says “Complete Transfer” to finalize the transfer.

One of the advantages of warm transfers is that it ensures the customer is attended to by the right person with the appropriate skills to address the issue. Additionally, it gives the initial agent an opportunity to make an introduction and provide context surrounding the issue before transferring the call.

In conclusion, warm transfer is an essential tool that every business that uses RingCentral must know how to utilize. It ensures efficient communication within the company and guarantees customer satisfaction. By following the steps outlined above, you should be able to successfully transfer a warm call every time.

How to Warm Transfer a Call on RingCentral

RingCentral logo

RingCentral is a cloud-based phone system that allows businesses to communicate through video, voice, and messaging. One feature that can be useful for businesses is call transfer. There are two types of call transfers in RingCentral: cold transfer and warm transfer. A cold transfer is when you transfer the caller to another person without speaking to the new recipient first. A warm transfer is when you speak with the new recipient before transferring the caller, which can be useful when you want to introduce the caller to the new recipient. In this article, we will discuss how to perform a warm transfer on RingCentral.

Step 1: Answer the Call

The first step is to answer the incoming call. You can do this by pressing the “Answer” button on your RingCentral desktop or mobile app. Once you have answered the call, you will see a few options on your screen, including “Hold,” “Mute,” and “Transfer.” Click on the “Transfer” option to begin the warm transfer process.

Step 2: Speak to the Recipient

After clicking on the “Transfer” option, you will see a new window pop up on your screen. This window will allow you to search for the new recipient to whom you want to transfer the call. You can search for the recipient by name, extension, or phone number. Once you have found the recipient, click on their name to speak to them before transferring the call.

RingCentral call transfer

This step is important because it allows you to explain to the recipient who the caller is and why they are calling. It also gives the recipient time to prepare for the call and make any necessary notes before taking over the call.

Step 3: Initiate the Warm Transfer

Once you have spoken to the recipient and they are ready to take over the call, you can initiate the warm transfer by clicking on the “Complete Transfer” button. This will transfer the call to the new recipient and connect them with the caller.

RingCentral complete transfer

It is important to note that the caller will be placed on hold during the warm transfer process. This means that they will be listening to hold music or a pre-recorded message while they wait to be transferred. It is important to keep the caller on hold for as little time as possible so that they do not become frustrated or lose interest in the call.

Step 4: Confirm the Transfer

After the transfer has been completed, you should confirm with the recipient that they have successfully taken over the call. You can do this by sending them a message or calling them directly. This will ensure that the call is being handled appropriately and that the recipient has all of the information they need to continue the conversation.

Overall, warm transfers can be a useful tool for businesses that want to introduce the caller to the recipient before transferring the call. By following these simple steps, you can ensure that your warm transfer is successful and that the caller is transferred to the appropriate person in a timely manner.

Understanding Blind Transfers on RingCentral

Understanding Blind Transfers on RingCentral

RingCentral is one of the most popular and reliable communication platforms used by businesses worldwide. It offers a lot of features that make communication more efficient and hassle-free, one of which is the transfer option. The transfer option allows you to move a call from one person to another effectively. Blind Transfers are one of the options available for transferring calls on RingCentral, and it’s essential to understand how it works.

What is a Blind Transfer?

A blind transfer is a call transfer method where the person who transfers the call, also known as the transferring person, moves the caller to the receiver without speaking to the recipient first. So, the transferring person will not disclose any information about the caller to the receiver before transferring the call. In other words, the receiver or the third person who gets the call is unaware of who the caller is, neither do they know the nature of the call.

Why Use a Blind Transfer?

A Blind Transfer can be used in different scenarios. For example, suppose you are handling multiple calls simultaneously and realize that the caller you are talking to has an issue that needs expertise outside of your area of specialization. In that case, a blind transfer would be the ideal option to use. Another instance where a blind transfer can be very useful is in an emergency situation. Suppose a caller requires immediate attention from someone in the medical, security, or legal department and you are not the right person to help. In that case, a blind transfer can move the call to the best person to help the caller.

How to Make a Blind Transfer on RingCentral

To make a blind transfer on RingCentral:

Step 1: Answer the call from the caller.

Step 2: Tap on the transfer button on your RingCentral phone.

Step 3: Dial the recipient’s number, extension, or their name if you have saved the contact on the RingCentral App.

Step 4: Tap the ‘Blind’ transfer option.

Step 5: Wait for the call to ring or get picked up by the receiver, and hang up after the transfer is initiated.

What Happens After a Blind Transfer?

Once a caller has been transferred through a blind transfer, the call will continue between the receiver and the caller. The receiver will not know the identity of the caller if you have used a blind transfer. On the other hand, if you initiate a warm transfer, the receiver will know who the caller is because they spoke to you first.


Blind transfers are a handy feature for businesses that handle multiple calls simultaneously. RingCentral offers an easy way to make blind transfers, just a few taps on your RingCentral phone, and the caller is directed to the next recipient without any hassle. As a business, it’s essential to educate your employees on how to use blind transfers and the importance of using them correctly. With this feature, you can ensure your business is accessible and responsive to calls from your customers, ultimately improving customer service and satisfaction.

Best Practices for Transferring Calls on RingCentral

transferring calls

Transferring calls is a common function in today’s business world, and RingCentral provides users with a simple and efficient way to transfer calls with a few clicks or taps. Whether you’re an administrator, receptionist, or a regular employee, it’s important to know the best practices for transferring calls on RingCentral to maintain professionalism and efficiency.

1. Prepare Before Transferring a Call

Prepare Before Transferring a Call

Prior to transferring a call, it’s essential to be prepared. Verify the phone number of the person or department before transferring a call. This will prevent a situation where the call is transferred to the wrong person and creates confusion. If you’re transferring a call to someone who’s not in your organization, gather their contact information to ensure that you can connect the call quickly if there’s an issue.

2. Be Courteous to Callers

Be Courteous to Callers

Transfer a call should be a smooth process for the caller. Your duty is to transfer the call responsibly and professionally. Before transferring a call, make sure to ask the caller’s permission and inform them of the transfer to avoid any confusion. Use polite and professional language when talking to the caller. By doing this, you’ll show the caller that you care about their concern and show your commitment to quality customer service.

3. Avoid Putting Callers on Hold for Too Long

Avoid Putting Callers on Hold for Too Long

It’s crucial to avoid putting callers on hold for extended periods as this can lead to frustration and may create a negative impression of your organization. If you have to hold the caller temporarily while finding the right person to take over the call, communicate with them regularly to avoid their frustration. Ensure that you inform them about how long they need to wait and update them if there’s any delay or situation.

4. Always Confirm the Successful Transfer

Always Confirm the Successful Transfer

It’s crucial to confirm a successful call transfer to avoid sending the caller to the wrong person or department. After transferring a call, stay on the line for a few seconds to ensure that the call wasn’t accidentally disconnected, and the recipient took the call. If it’s not feasible to remain on the line, follow up with the recipient to confirm that they have received the call. By taking this step, you can ensure a positive customer experience that avoids frustration and complaints.

5. Ensure the Recipient Is Available Before Transferring the Call

Ensure the Recipient Is Available Before Transferring the Call

Before transferring a call to the intended recipient, ensure that they are available to take the call. You can do this by sending them a quick message or calling them for confirmation. Avoid transferring calls to unavailable recipients as this can lead to frustration and may create a negative reputation for your organization.

Final Thoughts

Transferring calls on RingCentral is an easy and efficient process, but it’s essential to follow these best practices to ensure that the process is professional and efficient. Prepare for the call, be courteous to callers, avoid putting callers on hold for too long, always confirm the successful transfer, and ensure the recipient is available before transferring the call. By following these practices, you’ll ensure that the caller has a smooth and efficient experience, resulting in higher customer satisfaction and a positive reputation for your organization.

Troubleshooting Common Issues with Call Transfers on RingCentral

ringcentral transfers

Call transfers are an essential part of business communication, especially in the digital age where remote work is becoming increasingly common. RingCentral, a leading cloud-based phone system, offers a range of features that allow you to easily transfer calls between devices and team members. However, as with any technology, problems may arise from time to time. In this article, we will discuss some of the most common issues with call transfers on RingCentral and how to troubleshoot them.

1. Call Routing Issues

ringcentral call routing

One of the most common issues with call transfers on RingCentral is routing issues. This occurs when a call is not being routed to the correct destination. For example, if a call is meant to be transferred to a specific team member but instead goes to voicemail or rings endlessly, it indicates a routing problem. To troubleshoot this issue, check your call routing settings and ensure that the correct settings are in place. You can also contact RingCentral’s customer support team to resolve the issue.

2. Call Quality Issues

ringcentral call quality

Another common issue with call transfers on RingCentral is call quality issues. This occurs when the call quality deteriorates when being transferred, resulting in poor audio quality or dropped calls. To troubleshoot this issue, ensure that your internet connection is strong and stable. If the problem persists, contact RingCentral’s customer support team to investigate the issue and provide solutions.

3. Call Transfer Failure

ringcentral transfer failure

Call transfer failure is another issue that users may encounter when using RingCentral. This occurs when a call fails to transfer, either dropping completely or sending the caller to the wrong destination. To troubleshoot this issue, check the call transfer settings and ensure that they are correct. If the problem persists, contact RingCentral’s customer support team to resolve the issue quickly.

4. Device Compatibility Issues

ringcentral device compatibility

Device compatibility issues can also affect call transfers on RingCentral. This may happen when transferring calls between devices that are not fully compatible with RingCentral’s platform. To troubleshoot this issue, ensure that your device is compatible with RingCentral’s platform before attempting to transfer calls. RingCentral offers a list of compatible devices on their website.

5. User Error

ringcentral user error

User error is perhaps the most common issue with call transfers on RingCentral. This occurs when users are unfamiliar with the platform or fail to follow the correct steps when transferring calls. To troubleshoot this issue, ensure that all users are trained in the use of RingCentral and follow the correct steps when transferring calls. RingCentral offers comprehensive training and resources on their website to help users navigate the platform effectively.

In conclusion, call transfers are a critical part of business communication, and RingCentral offers a variety of tools to simplify the process. However, issues with call transfers may arise from time to time. The troubleshooting tips outlined above should help you quickly resolve any issues you may encounter when transferring calls on RingCentral. Remember to contact RingCentral’s customer support team if problems persist or if additional assistance is needed.

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