0.02

by Brendon Welch

Transferring a Call

Written By: Brendon Welch
  • Comments: 0
  • Favorites: 0

Difficulty

Moderate

Steps

5

Time Required

Suggest a time??

Sections

1

Flags

0

  1. Click Transfer/Conf

    • Click Transfer/Conf

  2. Click Agents

    • Click Agents

    • Be sure to click the "Agent button", not the >.

  3. Hover your mouse over the desired agent

    • Hover your mouse over the desired agent

    • Click Call

  4. For a Warm Transfer: Click Conference

    • For a Warm Transfer:

    • Click Conference

    • Communicate the transfer to the patient and introduce the new agent.

    • Click Transfer

  5. For a Cold Transfer:

    • For a Cold Transfer:

    • Click Transfer

Finish Line

Author

Brendon Welch

Member since: 3/4/21

21,191 Reputation

297 Guides authored

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