Step 1: Press on the ‘Transfer’ button on the call banner.
Step 2: In the search field type either the Name, Email or Extension of the user you want to transfer the call to and select it from the result field.
Step 3: Select where you want to transfer the call to: internal (CXPE) or external system (MAX).
Step 4 (optional): If you choose to transfer internally, you can also select in which queue to create the task from the drop-down list.
Step 5: Press ‘Redirect and Stay’ in order to stay in the call or press ‘Redirect and Hang up’ to transfer the call to the user and leave.
Step 6: If you have selected ‘Redirect and stay’ it automatically puts on hold the person you are transferring. After connecting with your transfer target make sure to select ‘Members’ and ‘Resume’ to un-hold the client.
