Call Delegation - How to place a call on behalf of Executive
1. Log In on the RingCentral Phone.
2. Click the HUD tab.
3. Select the Executive you want to make a call on behalf of.
4. Enter the number you want to call.
NOTE: Caller ID will show as the executive/ user whom you made the call for or what was configured as the delegated caller ID. For more information, go to Call Delegation - Configure Settings for Executive.
5. The call can be picked up by the executive/ user on the RingCentral Phone for Desktop via the HUD.
NOTE: If Executive uses a desk phone without Call Delegation functionality, the assistant needs to place it to Park Location in order for Executive to pick up the call.
Other Call Delegation articles:
Call Delegation - Overview
Call Delegation - Configure Settings for Executive
Call Delegation - Configure Settings for Assistant