Hi ​@markin913,Â
Recent updates to the RingCentral app might have changed the default behavior of simply hanging up after hitting transfer. The system is now designed to give you more explicit control over the transfer type.
Instead of just hanging up, you'll want to specifically choose the "Ask first" or "Consult" option within the transfer menu. This will place the original caller on hold while you privately speak with the person you're transferring to.
Here's a step-by-step guide from the official RingCentral Support knowledge base that explains exactly how to do a warm transfer in the RingCentral app:
RingCentral Support Article: Transferring a call in the RingCentral app https://support.ringcentral.com/article-v2/Transferring-a-call-in-the-RingCentral-app.html
In summary, the key steps are:
- While on the active call, click the "Transfer" button or three-dot "More" icon.
- Enter the extension or name of the person you want to transfer the call to.
- Crucially, select the "Ask first" (or "Consult") option. This will put your current call on hold and connect you to the new extension.
- Once you've announced the caller and they are ready to take the call, click "Complete transfer" (or similar button) to connect the outside caller to them.
This method gives you that crucial moment to brief your colleague, ensuring a smooth handover and preventing calls from going straight to voicemail if they're not prepared.
Give that a try, and let us know if you have any further questions!
Thank you so much. This is very helpful.