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Transferring Both Internally and Externally

This Article provides instructions on how to transfer to both an outside number as well as internally within your Ytel system. 


Here is a Short Video showing everything you need to know about Transferring.

Click Here

Transfer to an Outside Number


Step 1: Click on the Transfer Button.



Step 2: Type in the Number you are wanting to Transfer to within the Transfer Number box.

Step 3: Make Sure that Internal Transfer is Off and select your Transfer type at the Bottom.

 

Transfer Types

Blind Transfer:
Hangs up on Agent end and sends the Lead straight to wherever you are transferring to.

Dial With Customer: Both you and the lead will be on the line while calling the transfer line. Customer will be able to hear the ring.

Park Customer Dial: Puts the Lead on hold so you can speak with the person you are transferring to first then when you are ready you can bring everybody together. Note: To bring the party together you will want to click the flashing "hold" button

Call Functions

Leave 3-way call:
This will end the call only for you and leave both the Lead and the person you Transferred to still on the line.

Hangup Xfer line: This will hangup on the Person you Transferred to and will leave you and the lead on the line.

Hangup both lines: This will hangup both sides and completely disconnect the call.


Transfer Internally Agent to Agent

Step 1: Click on the Transfer Button.



Step 2: Select the Correct Ingroup you wish to Transfer to.



If you are NOT transferring to a specific Agent skip to Step 4

Step 3: Type in the Agent ID you want to Transfer to within the Transfer Number Section.

 

Step 4: Make Sure that Internal Transfer is ON and select your Transfer type at the Bottom.

If you have any further questions please give our support team a call at 800-382-4913 or email us at Support@ytel.com.

 

 

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