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Transfer a call

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Transfer a call

After accepting an incoming call, a customer service agent can transfer a call to another agent.

Before you begin

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_open_frame, or admin


  1. Answer an incoming call.
  2. Click Transfer.
  3. Select an agent from the drop-down list.
  4. Click Call.