The purpose of this article is to provide direction to Outreach users in initiating a warm transfer in Outreach Voice.
Perhaps you have a same day qualification and close sales motion, which divides responsibilities between people who qualify and people who close. Or, perhaps you have a voicemail to call back a Prospect for an expansion, but they’re actually trying to reach their CSM.
With warm transfer, you’ll be able to point Prospects to the right person and transfer their call in just a few clicks.
Note:You must have a purchased number associated to your Outreach profile. For more information on Outreach phone numbers, refer to the How To Add An Outreach Phone Number article.
- Click the Call Transfer icon in the bottom left-corner of the Outreach Platform.
- Input the name or phone number of the transfer recipient.
- Click Transfer Call.
Outreach initiates a call to your colleague who sees your name on the voice bar on the bottom of the page.
Once connected, the Prospect is placed on hold while you bring your colleague up to speed. You can alternate between your colleague and the Prospect by clicking on the Transfer Call icon.
If your colleague isn’t available or ready to take the call, click on the Cancel Transfer. Outreach ends the call with your colleague and keeps you connected to the Prospect.
If you’re ready to leave the call and let the Prospect speak with your colleague, click Merge.
You, the Prospect, and your colleague are placed on a conference line for introductions.
When you’re ready to leave the call, click Complete Transfer.Complete Transfer removes you from the call and leaves the Prospect and your colleague connected.
Once you hang up the call, whether or not it was transferred to your colleague, you’ll have the option to log your call.