Options within the Dialer

Modified on Tue, Dec 6, 2022 at 6:12 AM

This article will walk through your options while you are on an outbound call through the system.

Options Within the Dialer

Once you make a phone call from within the app and the call connects, you will have the option to mute the call, open the dialer, put the lead on hold, make a warm transfer or make a blind transfer. 


  • Mute places yourself on mute. The caller on the other end will not be able to hear you, but you would still be able to hear them.


  • Dial gives you access to the dial pad. This should be used for making selections when asked for a specific number (i.e. press 1 to reach Joe Smith).


  • Hold places the call on hold, so both you and the caller on the other end cannot hear one another.

NOTEThe call will automatically be placed on hold when a warm transfer is initiated. 

Warm Transfer

  • A warm transfer is where you call the person you would like to transfer to, let them know you'll be making the transfer, and then merge the call together. You are then able to hang-up without the call disconnecting. As seen in the screenshot above, you can transfer to a user in the account, dial a specific number, or forward.

Blind Transfer

  • A blind transfer is where you transfer the call to the person, and it then rings their number and ends the call for you. You have the same options here as you do for the Warm Transfer.

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