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Transfer a Call (PureConnect)

Use the Transfer dialog box to transfer a call to another user, workgroup, or outside phone number.

To transfer a call

  1. In the PureConnect Dialer Agent Interface toolbar, click the Transfer icon.

Transfer dialog box

  1. In the box, type the name of a user or workgroup, a user's phone number, or an outside party's phone number. As you type a user or workgroup name, matches from your Directory appear, along with the status. For example, a Phone icon indicates that the user is on a call.

  2. Do one of the following:

  • To transfer the call without speaking to the recipient first, click Blind. Dialer connects the recipient to the call and disconnects you from the call.

  • To speak to the recipient before transferring the call, do the following:

    1. Click Consult. Dialer places the call that you are transferring on hold.

    2. Do one of the following:

      • If the recipient answers and agrees to the transfer, click the Transfer icon again and then click Complete. Dialer connects the recipient to the call and disconnects you from the call.

      • If the recipient doesn't answer or doesn't agree to the transfer, click Disconnect. Dialer disconnects the call to the recipient and takes the original call off hold.

Related Topics

PureConnect Dialer Agent Interface Icons

Interaction Dialer Campaigns