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How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
Latest Blog Posts
How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
Marketing
How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
CRM
How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
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Web Design
How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
How To Transfer Inbound Calls Using the Mobile App
How To Transfer Inbound Calls Using the Tekmatix Mobile App
Managing calls on the go just got a major upgrade. You can now transfer inbound calls directly from your mobile app — no more asking the client to call back, no missed context, and no dropped balls.
This new feature allows you to hand off calls to teammates in real time, whether you're stepping away from your desk or simply not the best person to handle the inquiry.
Why This Matters to Your Business
✅ Better customer experience — Smooth handoffs reduce wait times and confusion.
✅ Greater team collaboration — Transfer to the right team member without breaking the call.
✅ Full control from your phone — Manage calls easily while on the move.
✅ No lost context — Choose a warm transfer to stay on the call and explain the situation before exiting.
How to Transfer an Inbound Call Using Mobile App
Follow these steps to start transferring live inbound calls from your mobile app:
Step-by-Step Instructions
Answer the Incoming Call
Receive and answer an inbound call on your mobile app.Tap ‘Transfer’ in the Top-Right Corner
Once you're on the call, tap the Transfer button.
Choose a Contact to Transfer To
Select the team member you want to transfer the call to:From your Staff List, Dial Pad, Contacts, or Recent Calls.
Select Transfer Type
Blind Transfer: Immediately passes the call to another staff member and disconnects you.
Warm Transfer: Keeps you on the call so you can introduce the caller or listen in.
(Optional) Manage Participants in a Warm Transfer
If using a Warm Transfer, you’ll be able to:View everyone on the call in a scrollable sheet.
Leave the call without ending it.
Remove a specific participant.
End the call for all participants.
Feature Availability
Available on LeadConnector v3.97.3 and above.
If you're using a white-labeled version of the app, please contact support to request the latest update.
Real-Life Example: How a Marketing Agency Uses Inbound Call Transfer
Scenario:
Dustin from a marketing agency answers an inbound call from a client asking detailed questions about ad campaign analytics. While Dustin is part of the onboarding team, this question is best handled by Robert from the analytics department.
Here’s what Dustin does:
She taps Transfer on her Tekmatix mobile app.
Selects Robert from the staff list.
Chooses a Warm Transfer, stays on the call, and says:
“Hi Robert, I’ve got Jordan on the line asking about last month’s Facebook campaign. I’ll leave you two to it.”She then leaves the call without ending it for the client or Robert.
Result:
The client feels supported and heard, and the issue is resolved without delay or repetition.
Final Thoughts
This feature is perfect for businesses looking to improve customer handoffs and streamline internal communication—all without needing a desktop.
If your team takes client calls from the mobile app, make sure everyone knows how to use this Inbound Call Transfer feature to deliver top-notch support.
