Options within the Dialer

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

Options Within the Dialer

 

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

Mute

• Mute, place yourself on mute. The caller on the other end will not hear you, but you can still hear them.

Dial

• The dial gives you access to the dial pad. This should be used to select a specific number (i.e., press 1 to reach Joe Smith). 

Hold

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

NOTE: The 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 want to transfer to, let them know you'll be making the transfer, and then merge the call. You are then able to hang up without the call disconnecting. As the screenshot above shows, 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.