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How to add Call Transfer Presets

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

Video

 

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 Support@ytel.com.

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