Transferring Calls: Difference between revisions

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To transfer a call:
==Agent Console Method==
 
==Agent Cosole Method==


;Step 1: When on an active call, click on Transfer button to send a call to another person/extension.
;Step 1: When on an active call, click on Transfer button to send a call to another person/extension.
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==Important Notes==
;Important Notes
*The Blind transfer does not apply to a number if when you do it via softphone it asks for a password. Use the softphone in this case.​
*The Blind transfer does not apply to a number if when you do it via softphone it asks for a password. Use the softphone in this case.​
*If you need to transfer your call but wish to first speak with the person to whom you are transferring the call, you may use the ‘Attended transfer" option.​
*If you need to transfer your call but wish to first speak with the person to whom you are transferring the call, you may use the ‘Attended transfer" option.​

Revision as of 19:28, 7 November 2023

Agent Console Method

Step 1
When on an active call, click on Transfer button to send a call to another person/extension.
Step 2
Enter the number (as you mark it on the softphone) or extension to which you want to transfer the call.​
Step 3
The Blind Transfer refers to a process wherein a caller is transferred without agent intervention.​
Step 4
Press Transfer. The call will be hangup.​
caption


Important Notes
  • The Blind transfer does not apply to a number if when you do it via softphone it asks for a password. Use the softphone in this case.​
  • If you need to transfer your call but wish to first speak with the person to whom you are transferring the call, you may use the ‘Attended transfer" option.​

Softphone Method

Step 1
Press this button caption during an active call or with a call on hold, press Transfer.​
Step 2
Enter the number or extension to which you want to transfer the call.​
Step 3
Press OK.
caption caption