Lead Center - Allow Transfers


It would be very helpful to allow users to transfer calls to another user.


Hello! I’m Jason Tatum, Lead Product Manager at CallRail. I’m happy to say we are currently scoping out what it would take to make this possible for you and others. Stay tuned for updates when we’re at a place to roll this out or beta the functionality.


Hey Jason,

Thanks for this as well! We’d love to Beta test.

I think that your existing (and new clients) would love to transition their entire phone system to you guys, but things like this transfer feature, hold them back, as it’s quite important to allow, for example, a receptionist to transfer calls to anyone else in the company.

Keep up the great work on the product!