How to add Call Transfer Presets

This Article will show you how to properly add Call Transfer Presets to your X5 system.



Step 1: Click on Campaigns/Click on Call Transfer Presets


Step 2: Click on the "+" icon next to your Campaign


Step 3: Type in the Transfer Preset information/Click the "+" icon to Save


You should now see your new Call Transfer Preset in the list of Presets


By Logging back into the Agent Interface you will now see the new Transfer Preset


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

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