Visionaryx Marketing

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Cannot find contacts in live transfer window – warm transfer.

The transfer feature doesn’t provide a list of contacts. The primary purpose is for an agent who is already on a call with a customer and needs to transfer the call to a colleague.

For both types of transfers, the system will display users and forwarding numbers from Settings -> Team Management.

If you only have one user: Instead of showing a list of contacts (which would need to be dialled), the system will display a list of available users.