Enable External & Outside Transfers
    • 13 Oct 2023
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    Enable External & Outside Transfers

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    Article Summary

    The content explains the process of transferring calls to an outside number using Dialpad. It states that while most transfers are internal, there are situations where transferring calls to an external number is necessary, such as for closed hour routing or specialized services. To enable external transfers for inbound calls, users need to go to their Admin Settings, navigate to Office Settings, and select the option to allow team members to transfer calls outside of the company. Additionally, Dialpad offers the option to transfer calls to international numbers by selecting the appropriate checkbox. However, outside transfers for outbound calls are disabled by default as a fraud prevention measure. Customers on the Standard plan can only transfer calls within the company. To enable outside transfers for outbound calls, users need to contact Dialpad support.

    While the majority of transfers are internal (within the same company) sometimes you might want to transfer calls to an outside number. This is useful for closed-hour routing, or specialized services.  Dialpad also offers the option to transfer to an international number.

    Let's go into the details. 

    Enable external transfers (Inbound Calls)

    External transfers are transfers that occur when you receive an inbound call and transfer the call to someone outside the Company.

    To allow external transfers for inbound calls, head to your Admin Settings from Dialpad.com 

    1. Navigate to Office
    2. Select Office Settings 
    3. Navigate to Making Calls
    4. Select Allow Team Members to Transfer Calls Outside of the Company
      1. If you'd like to allow external transfers to international numbers, select the Allow Transfers to International Numbers checkbox.

    Enable outside transfers (Outbound Calls)

    Outside transfers are transfers that occur when you place an outbound call and transfer the call to someone outside the company.

    Dialpad disables this capability by default as part of a fraud prevention method.

    Customers on the Standard plan cannot complete outside transfers; the Standard plan limits you to in-company transfers only (team member, main line, department, or contact center). If you'd like to enable outside transfers and you're on the Pro or Enterprise plans, reach out to our Support Team.



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