Use Click-to-Dial for Transfers

Enable click-to-dial for phone numbers so that a rep can call or transfer to that number.

Phone numbers (using the lightning:clickToDial Lightning component) are clickable when a rep isn’t on an active call. Clicking the phone number starts an outbound call. A rep can also transfer a call when a call is in progress and the phone number is clicked. Clicking a click-to-dial component transfers the call to the new phone.

When clicking a phone number, the rep is prompted with two options. The rep can either add the phone number to the call or use a blind transfer to transfer the call without context. To support a blind transfer, see Perform a Blind Transfer.

Phone numbers no longer support click-to-dial when the call ends or when a participant has already been added to the call.

Note