---
title: "Warm Transfer"
description: "A short video and guide to warm transfers: brief the person taking your call while the prospect is on hold, introduce everyone, then leave the call."
url: https://help.symbo.ai/en/articles/10404587-warm-transfer
collection: "Dialer"
updated: 2026-10-29
language: en
---

# Warm Transfer

A short video and guide to warm transfers: brief the person taking your call while the prospect is on hold, introduce everyone, then leave the call.

With a warm transfer, you brief the person taking your call while the prospect is on hold, then bring the prospect back, introduce everyone and leave the call.

## Start a warm transfer

-   While on a call, open the **Transfer** tab in the dialer.
    
-   Point at a person or group and click **Warm**. Clicking the name, or **Transfer**, starts a regular transfer as before. On touch screens, both buttons are always shown.
    
-   The prospect goes on hold while the call rings.
    

## Brief, introduce, then leave

-   When someone answers, you can talk privately. The prospect is on hold and can't hear you.
    
-   **Start intro** brings the prospect back so everyone can hear each other. **Back to private** puts them on hold again.
    
-   **Leave call** hands the call over when you're done. **Hand off without intro** hands it over right away, and **Cancel** takes you back to the prospect.
    

## For the person taking the call

-   You see who's transferring and who's on the line before you answer.
    
-   The rep's notes appear under **Notes from** and stay above your own.
    
-   The dialer shows when the prospect can't hear you, when you're **Live**, and when the call is yours.
    

## Good to know

-   The briefing is part of the call. If the call is recorded, the briefing is recorded too.
    
-   If nobody answers, you'll see **Nobody picked up**. Choose **Try someone else** or **Back to call**.
    
-   In HubSpot, the call log starts with **Transferred from** and the notes the rep took before the handoff. Warm transfers also work in the Symbo dialer inside HubSpot.
    
-   Admins set up transfer groups in [Org Settings → Call transfers](https://app.symbo.ai/org-settings?type=call-transfers). See **Transferring Calls** for how transfer groups work.