Transferred calls don't show they are transfers | Voters

Transferred calls don't show they are transfers

under review

Tyson Sanderson

When transferring a call to another advisor that advisor doesn't know that it is a transfer. The ability to see that it is a transfer and not an incoming call to the team would be ideal

June 8, 2022

Kaitlyn Valdes

A transferred call having a different tone, or a specific ring tone would be extremely helpful to our Advisors.

Some Advisors do not receive or there is a lag in receiving the notifications of a call being transferred.

Payton Douglass

marked this post as

under review

Brady Radel

I third this, especially as the original that transfers it to another advisor, at least then I know they know I sent it to them directly

Sara McCulloh

I second this. Especially if the advisor is on the schedule, they might not be able to answer right away or they are currently on a call.