Transferring a call in the RingCentral Desktop app

Modified on Mon, 10 Jun at 3:20 PM

Transferring a call in the RingCentral Desktop app

Last Updated: March 22, 2024

You can transfer a live call to any number. When transferring a call, you have three options:

- Before transferring, you can contact the call recipient. This is known as warm or consultative transfer
  .
- You can transfer the call without speaking to the call recipient. This is known as a cold transfer
  .
- You can transfer a call directly to someone’s voicemail.

Warm-transferring a call

- While on a live call, click the three-dot More
  icon.
- Select Transfer
  .
- Enter a name or number in the field, or enter a number using the dialpad.
- Click Ask first
  at the bottom of the dial window.
- Once you’ve spoken to the person receiving the transfer, click the Complete transfer
  button at the bottom of the dial window.
  1. You can speak to all parties before completing the transfer. While on a call, click the name of the person who’s on hold to switch to that call. This will put the other caller on hold until you switch back.

In a warm transfer, you’ll see the caller ID of the original caller.

Cold-transferring a call

- While on a live call, click the three-dot More
  icon.
- Select Transfer
- Enter a name or number in the field, or enter a number using the dialpad.
- Click Transfer
  at the bottom of the dial window.

Transferring a call to voicemail

- While on a live call, click the three-dot More
  icon.
- Select Transfer
  .
- Enter a name or number in the field, or enter a number using the dialpad.
- Click To voicemail
  at the bottom of the dial window to send the call directly to the selected person’s voicemail.

Transferring calls using the HUD’s new Phone menu

Note: To transfer calls using the Heads-up display (HUD), you need to turn the HUD on.

- While on a live call, click Phone
  in the left navigation bar.
- Click the HUD tab. Under Extensions
  , hover over the name of the user you’d like to transfer the call to.
- Click the Transfer
  icon, then select from the following:
  1. Ask first
    : Talk to the call recipient before you transfer the call. When you’re ready, click Transfer
    .
    Transfer
    : Automatically transfers the call to the selected extension.
    To voicemail
    : Transfers the call directly to the selected extension’s voicemail.

Transferring calls using the HUD’s old Phone menu

- While on a live call, click Phone
  in the left navigation bar. Then, under HUD
  , click Extensions
  .
- Hover over the name of the user you’d like to transfer the call to.
- Click the Transfer
  icon, then select from the following:
  1. Ask first
    : Talk to the call recipient before you transfer the call. When you’re ready, click Transfer
    .
    Transfer
    : Automatically transfers the call to the selected extension.
    To voicemail
    : Transfers the call directly to the selected extension’s voicemail.

Transferring calls using the HUD’s old Phone menu in RingCentral app desktop and web