Account Settings > Phone/Email > Account Transfer Destinations
Add numbers to the Account Transfer Destinations list for any departments, people or destinations you would want to transfer out of HUB directly to a DID.
- Navigate to Account Settings > Phone/Email > Account Transfer Destinations
- Click the green plus icon
- Enter a Destination Phone Number
- Enter the description that will appear in HUB
- Select Yes or No to allow or not allow the recording of the call to continue.
- Select Yes or No to require or not require the agent to select a Disposition once the call is transferred.
- Click Save
Your transfer destination will show on the transfer list when in an active call inside of HUB.
To transfer to a destination:
1. Click the transfer button to the right of the end call button.
2. Click transfer to number.
3. Chose the transfer destination from the list.
Additional considerations: Currently this transfer method will remove the call from Inbound Call Tracking reports and removes the ability for agents to save a call result for the call if the required disposition option is set to No when the destination was created. This is a hard transfer.