Transferring a Call to Another Agent

Transferring a call to a different agent (Cold Transfer)

Performing a cold transfer to another agent in the system is extremely simple.

First, you have to make sure you are connected to a call. Then click on the "Transfer Call" button on the left menu.




Once you've clicked the transfer call button, a transfer window will pop up. You will be able to select which agent you want to send the call to and will also be given the chance to write a note about the call being transferred to the selected agent.




The agent receiving the transfer will also receive a pop up showing who is sending the transfer, which campaign the call is from as well as any comments on the call being transferred.


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