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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