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To transfer an active call, the best approach is to use the Quick connects feature. 

• When connected to the customer, click Quick Connects

  • Choose a quick connect from the list and then click Call

  • Or

  • Enter the telephone number and then click Call

• The customer is now on hold.

• Once the person you are transferring to answers, you will see a Join or Swap button

• Click Join will join all parties together allowing you to do a warm hand off of the original caller

• Click Swap will allow you to switch back to the original caller and puts the quick connect call on hold

• Click End call will drop you out of the call but will leave the original caller and the quick connect call still connected together. This would complete the transfer.

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