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Following up on a contact
Follow up on a contact after you complete a contact but want to perform a
Procedure steps
Step Action
1Click Follow-up.
The
2Perform the necessary
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Transferring a contact within the contact center
Transfer a contact to another skillset or to a specific agent within the Contact
Center.
When you transfer a contact to a skillset or agent, you also transfer ownership of the contact. The system automatically forwards the entire contact, including any attachments, to the new agent. You can also add new content to the contact.
Procedure steps
Step Action
1Click Transfer.
2Click the Skillset tab to assign the contact to any agent with a particular skillset, or click the Agent tab to assign the contact to a specific agent.
3Select the skillset or agent to which you want to transfer the contact.
4In the Agent Note box, type a brief note about the reason for the transfer.
5Click Transfer.
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78 | 2 December 2010 |