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\uD83C\uDF31 Solution

Transferring Calls to AGENTS 

Step 1: While on a phone call with a client, inside of CallTrackingMetrics click the ‘+Add’ button.

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Step 3: Use the search bar to select for a specific user/queue or the list of available agents.             

Step 4: The Call will ring through to the added agent and the participants list will show.  

Step 5: The other party (agent) will answer the call.  

Step 6: Remove the client from ‘hold’ and make a short introduction between the client and the other party.  

Step 7: Hang up using the small red phone icon in CallTrackingMetrics.

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Transferring Calls to OUTSIDE NUMBERS 

Step 1: While on a phone call with a client, inside of CallTrackingMetrics click the ‘+Add’ button.

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Step 5: The other party will answer the call.  

Step 6: Remove the client from ‘hold’ and make a short introduction between the client and the other party.  

Step 7: Hang up using the small red phone icon in CallTrackingMetrics. InfoHighlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu.

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