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Transferring a contact outside the contact center
Transfer a contact to an
When you transfer a contact to an external
Procedure steps
Step Action
1Click Transfer.
2Click the External tab.
3Enter the
4In the Agent Note box, type a brief note about the reason for the transfer.
5To add an attachment, click Attach.
6Click Transfer.
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Printing contact details
Print a summary of the interaction with a contact. All information shown in the bottom left of the
Procedure steps
Step Action
1Click Print.
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