How to do Quick Call Transfers

    1. From the welcome page, click Agent Login. 
    2. Type in your Phone and user credentials.

    3. Choose the campaign from the dropdown. 

    4. Then, click submit. 

    5. If the campaign dropdown is not showing any campaign options, click reset campaign list. 

    6. If your eDialer is set to receive incoming calls, you will see the pop up screen, “Closer Inbound Group Selection”.

    7. Choose the ingroup or incoming group assigned or select all by clicking the right arrow button.

    8. Then, click submit. 

    9. The transfer button is only clickable when the user is in a live call.

      Otherwise, this button will remain greyed out.

      Once the user receives a live call, to transfer, click the transfer button on the left. 

    10. At this point, you can either keep the caller on the line or place it on hold by clicking the “Hold Customer button”.

      The “Transfer Conference” options will appear on the right side of the screen.

    11. If a Quick transfer is set up in eDialer, you can click any buttons from D1 to D5 and it will auto populate the saved number to the “number to call field”.




    1. When the number populates, you can click the Green Dial with customer button. 


    1. If you need to hang up the transfer phone number, click the orange hangup Xfer line button. 


    1. Once the transfer number connects to the caller or customer, click leave 3-way call button next to the red hangup call button.



    1. To hang up both lines, click the red hang up button.



    1. Then, disposition the call with the correct status.




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