Internal Call Transfer-

Follow the steps given below:

  • Log in to your CallHippo Dialer.

  • Dial a number and during the ongoing call, click on the Forward option available on the dialer.

 

 

  • The dialer will show the available sub-user list of your account and your contacts. So now you have the option of either forwarding the call to one of your sub-users or someone from your contact list.


 


  • Select the sub-user that you wish to connect to and click on him.



  • Then you’ll have the choice of either transferring the call or talking to the sub-user first.

 

  • By clicking on the Transfer Now button the call will go to the sub-user. The sub-user can then receive the customer’s call. By clicking on the Talk to Sub-user first button you’ll be directed to a new page.

 



Now once the sub-user picks up you can speak to him with the customer on hold, then you have the option to either transfer the call to the sub-user or merge the call.


  • On transferring the call, the call will be cut on your end and the sub-user and customer will be able to have a conversation.








External Call Transfer-


Below are the steps:

  • Login to your CallHippo Dialer.

  • Dial a number and during the ongoing call, click on the Forward option available on the dialer.

 


  • The dialer will show the available sub-user list of your account and your contacts. So now you have the option of either forwarding the call to one of your sub-users or someone from your contact list.

  • Click on Contacts.




  • By clicking on the Contacts your contact list will appear and you can choose anyone to forward the call to. After choosing one of the contacts you’ll have the choice of either transferring the call or talking to the contact first.




  • By clicking on the Transfer Now button the contact will receive a call which will enable him to receive the customer’s call. By clicking on the Talk to Contact first button you’ll be directed to a new page.



Now once the selected contact picks up you can speak to him with the customer on hold, then you have the option to either transfer the call to the contact or merge the call.


  • On transferring the call, the call will be cut on your end and the contact and customer will be able to have a conversation.