3 Way Calling
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Eric Fierro
More and more people are using the system to call on leads. They need the ability to make 3 way calls for example to an insurance company to complete a health telephone interview or enrollment into a product. Can this feature be implemented?
HIGHLVL-I-1180
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Sales & Marketing
Merged in a post:
Transfer Calls to Users (internal team or Call Center)
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Revo Team
The problem with this is that while the call is on, there's no way to transfer the call to a user if they dont have a personal number added on the user info / phone section. There's no way an employee has to enter their own personal number since We as a company dont allow them to use personal information it should be a way to transfer the call to our internal team without using their personal number, even if you use Web app to answer the phone that doesnt work. this is frustrating...
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Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
The warm transfer trick works pretty well for insurance calls. Just tested it last week with a client doing Medicare enrollments and stayed on the whole time. Way better than having to do separate calls.
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Alfredo Soler
This is a nobrainer. Please hurry up and implement. Anyone found a work around?
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Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
We've been dealing with this for months. Our team won't add personal numbers either, so right now we have to do the awkward manual dial and merge thing. Having user status indicators would help too since we're constantly asking who's available.
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Phill Crawley
It is amazing how we have some many ai features getting added each day but we cannot simply transfer a call to another sub account users web or mobile app. Come on GHL, you need to step up your phone game!
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Matthew Midyette
Not sure if mentioned below, but Admin's also need to be able to tell when a user is currently on a call + proper routing.
User Call Status = In Progress / On Call / Offline / Etc.
Having to ask or search contacts to see if appointment picked up is inefficient.
With the above, if user is in call - the automation allows for inbound call to be forwarded to someone else.
I understand AI is the trend, but myself and I am sure others would prefer an "all-in-one" platform to have the basics dialed in first, instead of focusing on AI and web/email templates.
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Revo Team
Matthew Midyetten, I agree with you! this is important. AI is a trend but other stuff i think are important to work better and then focus more on AI. but there's a lot of limitation that are not helping to work better. Thanks for the feedback. Hope they check this and put into action.
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Jonathan Nieto- RMS
I agree this would be great since currently transfers from one employee to another that has an assigned GHL number is creating a call loop and does not allow for "user" call transfers. ,The only way to get around it is to manually have them dial the assigned number and merge the call. Otherwise employees would be required to enter their personal number to be able to transfer to a user. Employees should not have to enter their personal cell phone numbers. There has to be a way to transfer calls to the user's assigned number.
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Jesse Martens
Would be nice to be able to set the user's assigned phone number to transfer to instead of the personal phone number in the user profile.
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Revo Team
I see they has been done so many stupid updates but nothing about this, this is very disappointing to be honest. at least they should recommend a 3rd party option that integrate easy with GHL.
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Michael Taylor
Seriously, how is this not a default feature!
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