Transfer a Call
Nov 03, 2021
78
When you need to transfer a call, you have two options.
Option 1: Basic Transfer
- While on a call, click the ellipses
for More Options. - Click Transfer.
- Type the name of the person you want to transfer the call to.
- Click Transfer.
Option 2: Consult then Transfer
This feature opens a chat window within your call and allows you to message a person before transferring the call to them. You can get clarification from them on a specific topic and may find that you no longer to need to transfer the call. If the person doesn’t respond to your chat, or you would prefer to talk to them over the phone before transferring the call, you can do that too.
- While on a call, click the ellipses
- Click Consult then Transfer.
for More Options.
- Enter the name of the person you want to consult with. A drop-down will appear as you type.
- Select the correct person. A chat window will pop-up.
- Type a message and click send.
OR
- Click the phone icon
in the top right corner to call the person instead of chat with them. - Click Transfer. If you no longer need to transfer the call, click Return to Call to talk to the caller yourself.
