Transferring inbound calls

Transfer an inbound call to another user when the caller needs information you cannot provide.

Before starting this task, ensure that you have started an inbound call, are in the Inbound Call workspace, and have configured your call scripts.

To transfer an inbound call:

1. Click Transfer Call .
   The Transfer Call dialog opens.
2. In the Transfer To field, click the Select button .
   The Select User dialog opens.
3. Find and select the user you want to transfer the call to, then click OK .
   The Select User dialog closes.
4. In the Call Reason field, select the reason for the call.
5. In the Call Notes field, enter any additional information about the call.
6. Click OK .
   The Transfer Call dialog closes.

The call is transferred to the selected user.