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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.
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