In this article, you will learn how to forward calls in Workiz.

In Workiz, forwarding calls is part of call flows. A call flow is just a rule that dictates how incoming calls will be handled. When signing up for a new Workiz Phone number, you will automatically receive a call flow that forwards calls from your Workiz Phone number to your actual phone number.

To learn about how to make changes to this call flow so that calls are forwarded to a different number, please see this article.

The simplest way to set up call forwarding in Workiz is to set it up when purchasing a new Workiz Phone number.

How to set up call forwarding

Method 1: When purchasing a number

1. From the navigation bar, select the profile icon > Settings

2. Under Calls & Texts, select Numbers

   

3. Ensure you need a new Workiz Phone number and select Get a number

4. Purchase your number
   

5. After selecting your new Workiz Phone number, configure it to be forwarded to a specific user or number
   

After completing the purchase, Workiz will automatically create a call flow that forwards calls from your new Workiz Phone number to the user or number you entered during setup.

You can select the corresponding edit icon to make changes to this call flow (e.g., business hours, voicemail greeting, etc.).

Method 2: When duplicating a call flow

If you already have a Workiz Phone number that is available, you can easily forward calls by duplicating an existing call flow.

1. From the navigation bar, select the profile icon > Settings
2. Under Calls & Texts, select Call flows
   
   
3. Next to the call flow you want to duplicate, select the copy icon ( )
4. Next to the call flow you created in Step 3, select the pencil icon ( )
5. Select Assigned numbers and choose the number you want to assign to this call flow
   
6. Select Save
7. On the left side of your call flow, select Forward
   
   
8. Select the specific user or group that you want to forward calls to
9. Select Save
10. Select Save call flow