Warm Call Transfer (speak to other advisors before transferring)
under review
I
Ian Zimmerman
under review
Steffen Wohlgemuth
It would be great to invite another advisor to an existing call with a client. Also sharing the same RDA session would be beneficial.
J
Jack Samways
requested nearly 18 months ago is this going to become live soon?
N
Nicholle Axser-Keo
Merged in a post:
Hablar previamente con el destinatario antes de transferir la llamada
A
Alejandro
Cuando estas hablando con un cliente y quieres transferir la llamada a otro asesor, siempre es importante poder hablar con el otro asesor que va recibir la llamada transferida, para informarle un poco de que le ocurre al cliente y porque le vas a transferir la llamada, porque si no el que la recibe tiene la sensación de que es una llamada nueva desde cero de un cliente a atender.
N
Nicholle Axser-Keo
"When you're speaking with a client and you want to transfer the call to another advisor, it's always important to be able to speak with the other advisor who will receive the transferred call, otherwise the person who receives it has the feeling that it's a new call and has to start from scratch."
M
Meghan Fisher
Merged in a post:
Being able to talk to the person your transferring the call through too
J
Jack Framingham
When you transfer a call through to another person or team, it would be nice to be able to speak to that person so you can give them a brief overview of what you have spoken about or give them a heads up as to what they need to do.
I
Ian Zimmerman
Merged in a post:
Call forwarding without response
A
Aaron Borcherding
When Advisor A transfers a customer call to a specific Advisor B, the call has to come back to the first Advisor A if the specific Advisor B does not answer the call!
Jesse Wright
I have had multiple customers get real upset because of this. That dead end did not happen before we made the switch to Expert Connect.
J
Jack Samways
Very important to speak to the transfer user before the actual phone call goes through ,also if the phone call goes on auto mute or a hold tone for the customer as currently the call is still live with customer in background
Payton Douglass
Merged in a post:
Attended Call Transfer
Leah Cioffi
It would be more productive to be able to speak to who you're transferring the call to for a brief moment before they speak with the transferred party. That way you can give the sales person or whoever a heads up of what the call is about/what the customer needs.
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