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Dialer

Call Transfer & Hold

Warm and cold transfers for setter-to-closer handoffs

When a setter books a live one, hand the call to a closer without losing it. Put the customer on hold, brief your teammate, then connect them, or send the call straight over.

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Why it matters

What call transfer & hold does for your team

  • 01

    Hold

    Put the customer on hold with one click and pick them back up when you're ready.

  • 02

    Warm transfer

    The customer waits on hold while you talk to the closer, then you connect them and drop off.

  • 03

    Cold transfer

    Send the call straight to a teammate or an outside number in one step.

How it works

  1. 1

    Hold

    Park the customer while you find the right person.

  2. 2

    Choose a target

    A teammate or any outside number.

  3. 3

    Hand it over

    Introduce them (warm) or pass the call straight through (cold).

Spec sheet

  • Warm and cold transfer modes
  • Transfer to agents or outside numbers
  • Hold and resume
  • Calls stay logged against the right agent

FAQ

Call Transfer & Hold questions

Can I transfer a call from a power-dial session?

Yes. Any live call can be held and transferred, including calls connected by the parallel dialer.

Combo moves

Works great with

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Connect your Twilio account, import a list and start a parallel session in minutes. No desk phones, no downloads.

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