- Accepting Email
- Creating Cases
- How to Use Pinned Cases to Send a Follow-up Outbound Email
- How to Use Cases to Send a Follow-up Outbound Email
- Handling Email
- How to Close an Email without Replying
- How to Change an Assigned Email Service
- How to Compose a Reply
- 1 How to Transfer an Email
- How to Forward an Email
- How to Send a New Outbound Email
- How to Save an Email as a Draft
- How to Copy and Paste Images into Email
- Masking Data
- Retrieving Email from Queue
- Reviewing Email
How to Transfer an Email
A transfer is sending an email to another resource within your contact center for further processing. As mentioned in the How to Change an Assigned Email Service section, the most likely reason you may need to transfer an email is when you are not sure how to process it. In this case, you can either transfer the email to another service queue, or to another agent, or to your supervisor.
When You Know the Correct Service
If you receive an email that you are not qualified to handle, but you know what the correct service is, you can transfer this email to the correct service.
To transfer the email, follow these steps:
- In the Category selection menu, select the service category to which the email should be transferred.
- Click the Transfer button .
- In the dialog window that appears, select the desired service, person, or team.
- If you do not see the desired selection on the screen but you know its name, you can enter it in the Search field.
- Click Transfer to confirm the assignment.
The email will be removed from your desktop and will appear in the queue of the team that is qualified to handle the service that you selected.
When You Do Not Know the Correct Service
If you do not know what the correct service is, you can transfer this email to your supervisor or another agent who may have this knowledge.
To transfer the email to a supervisor or another agent, follow these steps:
- Click the Transfer button (see the previous instructions).
- In the dialog window that appears, select the desired person.
- Click Transfer to confirm the assignment. The email will be removed from your desktop and appear on the desktop of the supervisor or agent to which you have transferred this email.
When you transfer emails to other agents, consider providing some explanation using the notes editor. If you enter any notes, the other agents will see them and understand the reason the email is transferred to them.