Transfer Emails, Tasks and Action Items
You can transfer email-type conversations to another person you find in the internal directory, or to a queue.
- While having an active conversation, enter the search term, such as agent or queue name, in the field Check Availability and click Search.
- Select the destination from the result list. You can transfer emails even to a person that is not currently signed in.
- To select the function, choose one of the following buttons:
Button Function Transfer Transfer conversation with a so-called blind transfer to the destination you selected in step 2. If the destination is a person and a person does not accept the offered conversation, you can continue handling the conversation.
You can transfer both the emails you have received and drafts you have written.
Cancel Cancel any actions related to the directory search, and continue handling the conversation.