RingCentral - Call Handling


This article describes the features available to the end user which allow them to manually handle incoming calls.

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Table of Contents


Place a Call on Hold

Placing a call on hold will temporarily pause the conversation, allowing the person who initiated the hold to attend to other matters without ending the call. During this time the other party will hear hold music.

Mobile App, Desktop, and Web App

Hard Phone

 


Transfer a Call

Calls can be transferred directly to another extension, transferred to an outside number, or they can be requeued to another call queue.

Mobile App

  1. While on an active call press the Transfer button. The caller will then be placed on hold until the transfer is completed or canceled.
  2. Search for a transfer destination by name or press the Dialpad at the top right of the application to dial a number.
  3. Choose to Ask first, Transfer now, or To voicemail.
    • Ask first: You will have the opportunity to speak with the individual at the transfer destination privately before the transfer is initiated.
    • Transfer now: The call will immediately be transferred to the transfer destination.
    • To voicemail: The call will be transferred directly to the voicemail associated with the transfer destination and will not ring the phones associated with the transfer destination.

Desktop and Web App

  1. While on an active call press the Transfer button. The caller will then be placed on hold until the transfer is completed or canceled.
  2. Search for a transfer destination by name or use the Dialpad to dial a number.
  3. Choose to Ask first, Transfer, or To voicemail.
    • Ask first: You will have the opportunity to speak with the individual at the transfer destination privately before the transfer is initiated.
    • Transfer: The call will immediately be transferred to the transfer destination.
    • To voicemail: The call will be transferred directly to the voicemail associated with the transfer destination and will not ring the phones associated with the transfer destination.

Hard Phone

  1. Press the Transfer soft button on the hard phone. The caller will then be placed on hold until the transfer is completed or canceled.
  2. The default transfer type is a Consultative transfer. To perform a Blind transfer, press the Blind soft key.
    • Consultative: You will have the opportunity to speak with the individual at the transfer destination privately before the transfer is initiated.
    • Blind: A blind transfer will immediately transfer the call to the transfer destination.
  3. Dial an extension or full phone number to transfer the call to.
  4. Press the Send soft key to initiate the transfer.

 


Park a Call

Call parking is a feature which allows you to send an active call to a parking extension. The call will be resumed once someone calls that extension.

Mobile App

  1. While on a call, press the More button.
  2. Press the Park option to park the call.
  3. You will see a green message indicating the extension number that the call is parked at.
  4. You will be given an option to Page it out, Yes or No.
    • If you choose to Page it out, you will be able to select a paging group that the parked call will be announced to.
  5. Inform someone of the extension number to retrieve the call or retrieve the call when you are ready.

Desktop and Web App

  1. While on a call, press the More button.
  2. Press the Park option to park the call.
  3. You will see a message indicating the extension number that the call is parked at and the call will automatically end.
  4. A message will give you the optional ability to Notify by message or Notify by text.
    • Notify by message: This will allow you to send a message within RingCentral to an individual or group, informing them how to retrieve the call.
    • Notify by text: This will allow you to send a text message to a number outside of RingCentral, informing them how to retrieve the call.
  5. Inform someone of the extension number to retrieve the call or retrieve the call when you are ready.

Hard Phone

  1. While on a call, press the soft key labeled More.
  2. Press the soft key labeled Park to park the call.
  3. You will then hear voice stating that the call is parked at a specific extension.
  4. Once you have noted the extension you may end the call.
  5. Inform someone of the extension number to retrieve the call or retrieve the call when you are ready.

 


Flip or Switch a Call

The act of flipping or switching a call is utilized to transfer calls between the devices linked to a single RingCentral account.

Mobile App

Initiate a Flip

  1. While on a call, tap the More button.
  2. Select Flip from the menu.
  3. Choose a destination from the list to transfer the call to.
  4. The chosen destination will ring, and the other party will be placed on hold.
  5. Answer the call on the chosen destination.
  6. If the chosen destination was not answered by you, you will be able to speak with the individual who did pick up the chosen destination.
  7. To complete the call flip, end the call on the original call location.
  8. The call will then be transferred to the new location.

Initiate a Switch

  1. While on a call on another device you will see a green banner at the top of the application stating Switch call to this device.
  2. Tap the green banner.
  3. Tap Switch on the information popup.

Desktop and Web App

Initiate a Flip

  1. While on a call, press the More button.
  2. Select Flip from the menu.
  3. Choose a destination from the list to transfer the call to.
  4. The chosen destination will ring, and the other party will be placed on hold.
  5. Answer the call on the chosen destination.
  6. If the chosen destination was not answered by you, you will be able to speak with the individual who did pick up the chosen destination.
  7. To complete the call flip, end the call on the original call location.
  8. The call will then be transferred to the new location.

Initiate a Switch

  1. While on a call on another device a green banner will appear at the top of the application stating You're currently on an active call on another device. Switch call to this device.
  2. Click Switch call to this device.
  3. Click Switch on the information popup.

Hard Phone

Call flips destinations are assigned a number 1-9. These numbers are used by the hard phones to initiate a call flip. The number assigned to a call flip destination can be changed.

Initiate a Flip

Initiate a Switch