This FAQ will guide you on how to transfer a lead to an external phone number.
Step 1: While on a call, click on (A) Transfer Button
Step 2: In the “Transfer Conference Functions” window, type the transfer phone number in (A) Phone number field.
Step 3: There are two options to transfer the call
- If agent wanted to directly transfer the call, click on the (A) Blind Transfer Button
- If agent wanted to do a conference call, click on (A) Red Phone Icon. To leave the conference, leaving the Lead and Transfer Number stilll connected, click on (B) "Leave Conference Call".
NOTE: To hangup the TPV line, agent just need to hit the X button beside the TPV's phone number found in the upper right of the Transfer window
Note: If the agent is on a 3-Way Call and Fronter Agent clicked the "Hangup" or "Wrap up" button, there will be a corresponding notification that will show and will also prevent the Fronter Agent to initiate the action.
Hang up Message
Wrap Up Message