Siebel CRM Online Help
Siebel CRM Online Help
  1. Home
  2. Basic Application Features
  3. CTI Toolbar
  4. Transferring or Conferencing Work Items
  • Accessibility
  • Getting Started
  • Basic Application Features
    • Record Management
    • Information Query
    • Information Search
    • iHelp
    • Task UI
    • Information Sharing
    • Calendar
    • User Preferences
    • CTI Toolbar
      • Logging In to the Communications System
      • Logging Out of the Communications System
      • Receiving Inbound Work Items
      • Initiating Work Items
      • Releasing Work Items
      • Transferring or Conferencing Work Items
        • Performing a Blind Transfer on an Active Work Item
        • Performing a Consultative Transfer on an Active Voice Call
        • Creating a Conference for the Active Voice Call
        • Pausing the Active Work Item
        • Resuming a Paused Work Item
      • Forwarding Work Items
      • Changing the Ready State
    • Email
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  • Application Screens and Views
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  • Ongoing Application Administration Tasks
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Transferring or Conferencing Work Items

You can transfer a current work item to another person (such as when you want to escalate an item to a supervisor, or conference another person into a customer call). For more information, see the following topics:

  • Performing a Blind Transfer on an Active Work Item

  • Performing a Consultative Transfer on an Active Voice Call

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