Consulting with people while on calls

To consult with a person while on a call
  1. Click Trans/Conf to conference in the person.

    The system places the initial party on Hold.

  2. In the dial box, type an extension or phone number (preceded by a number you dial to access an outside line). Otherwise, click the down arrow adjacent to the Trans/Conf button and select a contact.
  3. Click Dial.
  4. After you consult with the person, either click Conference to conference in the person, click Cancel to hang up on the person, click Transfer to transfer the call to the person, or click Swap to talk to the initial party.
Parent topic: Handling calls using Contact Center PhoneSet Manager
Parent topic: Handling calls using Contact Center Softphone
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