# Talk to a teammate first, then hand the caller over > In SkedX CRM, Transfer on the call card (T) lists teammates who are free right now. Each one has two buttons: Talk first (the default) and Transfer now. Talk first puts the person you are talking to on hold with music and rings the teammate from your company's number; the teammate hears who the call is from and presses 1 to take it. While you talk to the teammate the card shows how long the caller has been on hold. Then: Bring in puts all three of you on the line; Hand over leaves you out and keeps the caller and the teammate talking; Back to drops the teammate and returns you to the caller. If the teammate does not answer or hangs up, the caller is still on hold and the card offers Back to and Try someone else. Transfer now is the plain transfer: your phone drops off at once. Talk first works on SkedX Call lines; on a line from another calling provider only Transfer now is shown. After a hand-over the after-call card says who has the caller now, and the call stays one call on the person's record. Product: SkedX CRM · Topic: Calling · Draft — steps not yet re-verified in the live product Brief your teammate while the caller waits, so nobody has to repeat themselves. ## Step 1: Pick Talk first On a connected call press **Transfer** (or **T**). Each free teammate has **Talk first** and **Transfer now**. Talk first is the blue one. ## Step 2: The caller holds while your teammate rings The card says who is ringing and how long the caller has been on hold, hearing music. Your teammate hears who the call is from and presses 1 to take it. Changed your mind? **Back to the caller**. ## Step 3: Talk, then choose Once your teammate is on, brief them. Then **Bring the caller in** to put all three of you on the line, **Hand over** to leave them talking, or **Back to the caller** to drop your teammate. ## Step 4: Nobody answered If your teammate does not answer, the caller is still on hold. Go **Back to the caller**, or **Try someone else** to pick the next free teammate. ## Step 5: Handed over After **Hand over** the card says who has the caller now. Your part of the call ends there, and the after-call card lets you log it as usual. ## Common questions ### Talk first is missing It works on SkedX Call lines. On a line from another calling provider only Transfer now is offered. If Transfer itself is missing, nobody on your team is free right now. ### What does the caller hear while I talk to my teammate? Hold music. They cannot hear you or your teammate until you bring them in or hand over. ### What if the caller hangs up while on hold? The card says so, and you stay on the line with your teammate. ### Does my teammate know who is calling? Yes. Before joining they hear who the transfer is from and who the caller is, and press 1 to take it, so a voicemail never picks up your caller. ### Is the call still recorded? If your company records calls, the recording carries on through the transfer. Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/ ## Related guides - Notes, reminders and follow-ups from a call: https://skode.ai/help/crm/calling/notes-and-follow-ups-from-a-call/ - The call card: what it shows while you call, and how to close it: https://skode.ai/help/crm/calling/the-call-card-during-a-call/ - How SkedX Call works — and how many numbers you need: https://skode.ai/help/crm/calling/how-skode-call-works/ Source: https://skode.ai/help/crm/calling/talk-to-a-teammate-before-you-transfer/