Any ideas on how to best do a warm-transfer environment in GHL… either inbound or outbound calls are vetted by one agent, then live transferred to a closer. Which phone service, how to know at-a-glance which closers are available/
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The original post in the “GHL Experts” Facebook group is seeking ideas on how to effectively implement a warm-transfer environment in GoHighLevel (GHL) CRM software. The user wants to know the best phone service to use for this purpose and how to easily identify which closers are available or unavailable. They also ask for guidance on how to facilitate the transfer process and potentially send a direct link to the closer's prospect record.
To address these requirements, GHL provides various features that can be utilized. First, it is important to choose a compatible phone service that integrates seamlessly with GHL. Some popular options include Twilio and CallRail, which can be easily integrated with GHL to handle inbound and outbound calls.
To determine the availability of closers, GHL offers a useful feature called “Live Transfer Status.” This feature allows agents to update their availability status, indicating whether they are busy or ready to take calls. This status can be seen at a glance, making it easy for the vetting agent to know which closers are available or unavailable.
As for the transfer process, GHL offers a built-in transfer feature known as “Connect Transfers.” This feature enables the vetting agent to transfer the call directly to the closer with just a few clicks. Additionally, GHL allows for the automatic generation of a link that redirects the closer to the prospect's record. This link can be shared via chat or email, providing the closer with quick access to relevant information.
For further insights and updates on this topic, I encourage readers to check the comments below this article or refer to the source link for any additional responses or relevant information.
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