To perform a supervised transfer

To perform a supervised transfer
  1. Click Inbox and select a call or hover over the item avatar and click Accept.
  2. Select the call or hover over the item avatar and click Transfer.

    Transfer window lists all the numbers from available queues, employees, external, or Active Directory contacts.

  3. To select a contact to transfer the call, hover over the contact. This enables the Blind Transfer and Consultation Call buttons.
  4. Hover over the Consultation Call button to list the dialable numbers associated with the contact.
    • If the contact has only one associated dialable number, you can select the dialable number or click on the Consultation Call button to transfer the call.
    • If the contact has more than one dialable number, select a dialable number to transfer the call.

      The call now is ringing the other party and the caller is placed on hold.

  5. Before the other party accepts the transfer, you can do the following:
    • Click Cancel Transfer to cancel the call with the other party whom you consulted and connect back to the caller.
    • Click Complete Transfer to complete the transfer.
  6. After the other party accepts the transfer, you can do one of the following:
    • Click Cancel Transfer to cancel the call with the other party whom you consulted and connect back to the caller.
    • Click Complete Transfer to complete the transfer.
    • Click Conference to connect the three parties together.
    • Click Swap to swap the hold. (Applicable to MiVB only).
    • Click Hold to put both parties on hold. (Applicable to SIP Only).
    • Click RemoveHold to remove hold. (Applicable to SIP Only).

      After you leave the call, the conversation will stay in your inbox if a Work Timer applies to it.

Parent topic: Performing in-call actions
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