Jump to: navigation, search

Transferring a Call

When you're on an active call in Gplus Adapter for Salesforce, you can perform an instant transfer to another contact.

All you have to do is click Instant Transfer GPlusInstantTransfer7.png and choose a contact or enter a phone number in Team Communicator. If you like, you can provide some details about the call in the notes field before you click Instant Transfer . When the contact sees the incoming call, he or she will also see your notes in the call details area.

Important
If your administrator has configured it, the transfer target might also see related information about the active call in Salesforce. For example, if the caller already exists in the Salesforce contact database, the agent might see the Edit Contact screen.


Vcc GplusInstantTransfer.png


You can also perform consultations where you talk to the transfer target before you transfer the call. See Initiating a Consultation for details.

Feedback

Comment on this article:

blog comments powered by Disqus
This page was last modified on February 19, 2016, at 06:29.