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If your business uses Ringcentral, you may want to know how to transfer a call. Learning the ins and outs of a new phone system can be frustrating, but it is not an impossible task.

In this article, we will explain how to transfer a call using a variety of devices. We’ll also cover how to transfer a Ringcentral call on PC, iPhone, and Android, and how to transfer a call directly to voicemail.

How to transfer a call on a PC

There are two different methods to transfer a call with Ringcentral on a PC. Below we’ll explain the differences between a warm call and a cold call and show you how to make a transfer.

How to transfer a warm call on a PC

A warm call is when you will speak to the person for the first time before transferring the call to them. To transfer a warm call, follow the steps below:

1. During a live call, click the “Call Actions” button, the icon with the three dots.
   
2. In the drop-down menu, click “Transfer.”
   
3. A new small window will open. Type the name or phone number of the person you want to transfer the call to in the window at the top of the screen. You can also type the number using the keyboard or click the clock icon to view a list of recent calls.
   
4. You will now have three options at the bottom of the box on how to transfer the call. Select “Ask first.”
   
5. When the call recipient answers, if you want to receive the call, simply click the “Transfer” button, the green circle at the bottom of the box.
   

Once you have chosen to transfer, your side of the call will be disconnected, allowing the recipient to continue the call.

How to transfer a cold call on a PC

A cold call is the direct transfer of a call without first speaking to the caller. To transfer a cold call, follow these steps:

1. While on a live call, click the three dots icon, the “Call Actions” button.
   
2. In the drop-down menu, click “Transfer.”
   
3. In the new window that opened, go to the top of the box and type the name or phone number of the person you want to transfer the call to. Another method is to use the keyboard to type the phone number or click on the clock icon which will show you a list of recent calls.
   
4. There will be three options at the bottom of the box with different methods on how to transfer a call. Select “Transfer.”
   
5. Click the “Transfer” button at the bottom of the box, the green circle.
   

Once you click “Transfer”, the call will be connected to the recipient.

How to transfer a call on an iPhone

You can transfer calls on an iPhone using one of two different methods. We’ll explain the two differences and how to transfer calls below.

How to transfer a warm call on an iPhone

A warm call is when you talk to the recipient of the call before transferring the call. To transfer a warm call on an iPhone, follow the steps below:

1. During a live call, tap the three dots icon. This is the “Call Actions” button.
2. In the drop-down menu, you will see three options. Tap “Transfer.”
3. A new, smaller screen will open. Using the window at the top, type the name or phone number of the person you want to transfer the call to. You can also use the keypad to type the number or tap the clock icon to view a list of recent calls.
4. You will now see three options on how to transfer the call. For a warm call, tap “Ask first.”
5. When the call recipient answers, if you want to take the call, simply tap “Transfer”.

Once you tap “Transfer,” your side of the call will be disconnected and transferred to the recipient.

How to transfer a cold call on an iPhone

A cold call is when you do not need to speak to the person you are transferring to and will put the call directly to them. To transfer a cold call on an iPhone, follow the steps below:

1. During a live call, tap the “Call Action” button, the icon with three dots.
2. In the drop-down menu, you will see three transfer options. Tap “Transfer.”
3. A new screen will open. Enter the name or phone number of the person you want to transfer the call to. You can also use the keypad to type the phone number or tap the clock icon to view a list of recent calls.
4. You have three options on how to transfer the call. For a cold call, tap “Transfer.”
5. Tap the “Transfer” button, the green circle at the bottom of the screen.

Once you have completed the last step, your part of the call will be disconnected and transferred to the recipient.

How to transfer a call to voicemail

Sometimes you may need to transfer a call directly to someone’s voicemail. Please note that you can only transfer a call to voicemail when the person is in your contact list on the same Ringcentral account as yours.

To transfer a call to voicemail, follow the steps below:

1. While you’re on a live call, tap the three-dot icon. This is the “Call to Action” button.
2. In the dropdown menu, there will be three options. Tap “Transfer.”
3. A new box will open. Enter the name or voicemail phone number of the person you want to transfer the call to. You can also use the keypad to type the phone number or tap the clock icon to view a list of recent calls.
4. You’ll see three options on how to transfer a call. To transfer to voicemail, tap “To voicemail.”

The call has now been transferred directly to voicemail.

Additional FAQs

Does Ringcentral have a caller ID feature?

If it does. If a caller is in your contacts, the incoming call will display their name or company name, depending on how it is saved in your contacts list. Plus, you’ll have control over which caller ID is displayed when you make outgoing calls. This can be your business phone number or your company name.

Is Ringcentral free?

Ringcentral offers a 15-day free trial limited to five users and two desk phones. Once the free trial is over, users can select from a variety of different monthly plans depending on their needs and budget.

Transferring calls with Ringcentral is very simple

Now you have learned how easy it is to transfer calls with Ringcentral and also the difference between a cold call and a hot call. With just a few quick steps, you’ve learned how to get your caller to the right person.