While a call is active, click on the initiate transfer button.
Then type in the line Phone Number / Internal Directory the phone number, agent name (Office 365 directory user, or CTI Data Connector user in Salesforce), email address (MS-Teams) or queue name to which you want to transfer the call.
The example below shows searching an internal user in the Office 365 directory
The type of transfer depends on the buttons used
You can do a blind / one step transfer. The call is directly transferred to the agent or queue |
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You can do a consulted transfer - speaking with an agent before the transfer is done |
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You can terminate the transfer process and go back to the call |