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6.8.6. Transferring a Call to an Agent Previous topic Parent topic Child topic Next topic

Prerequisites

You have accepted a call.

Step by Step

  1. Select one of the following options:
    • Click on transfer.svg Transfer in the screen pop of the incoming myAgent call.
    • Click on transfer.svg Transfer in the tray pop of the incoming myAgent call.
  2. Select or clear the Display available users only. check box.
  3. Select one of the following options:
    • Selected the desired agent and click on Transfer.
    • Enter the number of the desired agent in the Destination field and click on Transfer.
  4. If you receive a screen pop with the prompt: Does the other party wish to accept this call?, click on Yes.
  5. Click on Close.

The agent who answers the call can read and edit the information for the current caller, and can also perform the wrapup.