Transfer to your Contacts on the Desktop Softphone

Modified on Thu, Mar 26 at 3:25 PM

Step ONE: Initialize Transfer

Select one of the two arrows on the bottom right of the phone app. Here you can select Blind or Attended Transfer

Step TWO: Navigate to your Contacts

With the caller on Hold, navigate to the 'Contacts' on the left hand side. From there, select the drop down and the applicable contact list.

Once in the contacts, select your agent and hit the phone emoticon (circled in red below).

If blind transfer, the caller will be moved to the select agent.
If attended transfer, you will begin calling the agent to then complete the transfer as normal.