Can I enable a team to be eligible for Call Transfers?

Subject

Applies to: Admin/Branch Manager
Purpose: Configuring internal call transfers
Location in Ricochet: Management > Teams

Description

The instructions in this article require Branch Manager permission or above

This instruction describes how to configure a team to be eligible for call transfers. 

Resolution

Non-Administrators do not have the access to follow these instructions and should open a ticket

To make a team eligible for Call Transfers (internal call transfers from the Dial pad during an active call), edit the team (or when creating the team), check the box for "Available for Call Transfer".

1. Yes, with one tick box on the team itself.

2. Open the left menu and click Management, then Teams.

3. Open the team with the pencil at the end of its row. The form holds its name, the users on it, and four tick boxes.

4. The third one is Available for call transfer.

5. Tick it and the team becomes somewhere your agents can send a live call. Leave it unticked and it is not offered to them at all — which is the default for a new team.

6. Click Save at the bottom. Nothing counts until you press it.