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• 5.19 • 5.2 • 5.3 • 5.8

How to Transfer a Call

You can transfer your primary call to a consultation party.

To transfer a call, follow these steps:

  1. Place your primary call on hold and make a consultation call to the desired third party. See How to Make a Consultation Call for more information.
  2. After making sure that the consultation party is willing to accept the primary call, click the Transfer button Agent-guide-image61.PNG. If you have two calls on hold, you will be asked to select the call that you wish to transfer.

Note: If you change your mind about transferring the primary call to the consultation party, then instead of using the Transfer button, click the End Call button to finish the consultation call. Then click the Retrieve button to retrieve the primary call from hold and continue the conversation.

Upon completion of a transfer, the primary call will be connected to the consultation party and you will be disconnected from the call. Both the consultation call and the primary call will disappear from your Active Communications List and your state will change from Busy to Ready.
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