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When transferring calls what should you do and why?

When transferring calls what should you do and why?

When you are transferring a phone call. . . 1) Make sure to explain to the caller the REASON why you are transferring their call 2) Verify that it is all with the caller for you to transfer them 3) Call the department or person where you are transferring a call to and make sure that they can take the call.

How does transferring a call work?

This is typically done by putting the caller on hold and dialing the desired party/extension; they are then notified and, if they choose to accept the call, it is transferred over to them.

What needs to be informed to a call before transferring a call?

Give the caller your information before transferring the call. It’s important that the caller has access to your information in case of a dropped call or disconnection. This will also make the caller feel important — knowing that while you couldn’t help them further, you are personally concerned about their situation.

What is the first thing that you must do before transferring the call?

How do you answer a transfer call?

#1. Speak to the Person Who Will Answer the Transfer

  1. Situation: You want to let your colleague know that they’ll be transferred a call, and you want to let them know what the caller has requested.
  2. What you can say (to your colleague): “Hi, [colleague’s name]. I have [caller’s name] on the other line.

Why is it important to listen to the customer before transferring the call to a supervisor?

What’s the proper way to do a call transfer?

There are a few essential elements of call transfer you should never skip: 1. Inform the customer. Let callers know you plan to transfer them, and give them the option to refuse. Your customer’s time is valuable.

Why is it important to know call transfer etiquette?

Scenarios such as this highlight the importance of mastering call transfer etiquette. The act of transferring a call doesn’t need much of an explanation, as it’s a standard business calling practice. You may also have already heard the terms “cold transfer” and “warm transfer,” which distinguish between the two types of call transfers.

What happens if you transfer a call more than twice?

#3 If you transfer a call more than twice, something’s probably wrong. There are many factors that go into a failed or redundant live call transfer, but you can overcome these factors more efficiently if you gather and communicate information before transferring a caller to someone else.

How do I transfer a call from blind to attended?

Click the transfer icon on your active call and type in the intended recipient. This time, select “attended” rather than “blind.” The first caller will go on hold while you connect with the intended recipient of the transfer. You’ll see a box below the call asking if you want to complete the transfer.