This Guide Will Show You How To Transfer a Call To Another Phone.

Table of Contents
1. How To Perform a Transfer From Within The S3 Market Dialer or Mortgage Dialer Agent Portals......................................................... 3 A. First you'll need to be in a call (what S3 refers to as INCALL). .................. 3 B. Once the call is received you will notice the call control buttons on the right hand side are now displayed in color and ready to be used....................... 4 C. Once the TRANSFER CONF button is clicked you will see the Transfer GUI feature window pop up inside the S3 Agent Portal. .................................. 4 D. This is where you will enter the 10 digit number of the party that you are transferring the LIVE call to. ................................................................ 4 2. The Agent will have to choose how the call will be Transferred. ......... 5 A. For WARM Transfers: Once you've entered the 10 digit phone number depress the Dial with Customer button on the left side of the transfer window. Once the warm up is completed the Agent then depresses the Leave 3-Way Call. This leaves the Transferred party and the Prospect INCALL and drops off the Agent............................................................ 5 B. For COLD Transfers: Once you've entered the 10 digit phone number (The 888 number is just an example) depress the Park Customer Dial button on the left side of the transfer window. Once completed the Agent then depresses the Leave 3-Way Call. This leaves the Transferred party and the Prospect INCALL and drops off the Agent. .............................................. 5 C. For Blind Transfer: Once you've entered the 10 digit phone number (The 888 number is just an example) depress the Blind Transfer button on the right side of the transfer window. This leaves the Transferred party and the Prospect INCALL and drops off the Agent. .............................................. 5 D. The D1 and D2 features will Auto Populate the number that your Administrator has inputted in to the Campaign that you are working, then continue following the steps outlined above depending on the style of Transfer that your attempting (Warm/Cold/Blind). .................................. 5 E. The VM feature will play a recorded Voice Mail Message that your Administrator has populated in the Campaign that you are working. .......... 5 3. The Disposition Window...................................................................... 6 A. Your Administrator will advise you on the correct DISPO to choose after the Transfer has been completed. .............................................................. 6

How To Perform a Transfer From Within The S3 Market Dialer or Mortgage Dialer Agent Portals

First you'll need to be in a call (what S3 refers to as INCALL).

Once the call is received you will notice the call control buttons on the right hand side are now displayed in color and ready to be used.

Once the TRANSFER CONF button is clicked you will see the Transfer GUI feature window pop up inside the S3 Agent Portal.

On the left hand side of the Transfer GUI window notice the field labeled; NUMBER TO CALL: This is where you will enter the 10 digit number of the party that you are transferring the LIVE call to.

The Agent will have to choose how the call will be Transferred. For WARM Transfers: Once you've entered the 10 digit phone number depress the Dial with Customer button on the left side of the transfer window. Once the warm up is completed the Agent then depresses the Leave 3-Way Call. This leaves the Transferred party and the Prospect INCALL and drops off the Agent. For COLD Transfers: Once you've entered the 10 digit phone number (The 888 number is just an example) depress the Park Customer Dial button on the left side of the transfer window. Once completed the Agent then depresses the Leave 3-Way Call. This leaves the Transferred party and the Prospect INCALL and drops off the Agent. For Blind Transfer: Once you've entered the 10 digit phone number (The 888 number is just an example) depress the Blind Transfer button on the right side of the transfer window. This leaves the Transferred party and the Prospect INCALL and drops off the Agent. The D1 and D2 features will Auto Populate the number that your Administrator has inputted in to the Campaign that you are working, then continue following the steps outlined above depending on the style of Transfer that your attempting (Warm/ Cold/Blind). The VM feature will play a recorded Voice Mail Message that your Administrator has populated in the Campaign that you are working.

The Disposition Window In each case the transfer window will then disappear and the disposition window will pop up. You've just sent a transfer from the S3Agent Portal and dispositioned your call and your done, now on to the next prospect. Your Administrator will advise you on the correct DISPO to choose after the Transfer has been completed.

Note : The dialer does not play well with Toll Free numbers so be sure the number you are transferring to is correct.