Transfer Calls to Team Members Without a Personal Phone Number!
TL;DR
HighLevel now allows you to transfer live calls to team members directly through the desktop or mobile app, even if they don't have a personal phone number assigned to their user profile.
What changed
This new feature, available via Labs at the agency level, enables call transfers to team members using their HighLevel web phone or SIP integration. It removes the previous requirement for team members to have a dedicated phone number in their user profile to receive transferred calls.
Why it matters
This significantly enhances internal communication and customer service capabilities, allowing your team to function more like a professional call center. Agencies can now onboard new team members more quickly for call handling roles without the need to procure and assign individual phone numbers.
How to use it
First, enable the 'Call Transfer to Web Phone & SIP' feature in your Agency Settings under Labs. Next, configure individual user call and voicemail settings to ensure they can receive calls via the web or mobile app. During a live call, you'll see options for both 'Blind Transfer' (direct transfer) and 'Warm Transfer' (speak to the transferee first) to route calls seamlessly to your team.
Source: Official HighLevel announcement
