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Touchpoint – conferencing

You can create a conference call in TouchPoint. Here’s how:

    1. While you are on a call, click the search icon on the TouchPoint Call bar. We’ll display the Search bar.
    2. Search for and select the person that you want to conference in or transfer the call to

TipYou can transfer a call to a queue if you need to, but you can’t conference to a queue.

TipClick the All Details button and we’ll show you all of the contact numbers for the contact you’ve selected.

  1. Click the Transfer button on their Contact Card. We’ll put your current call on hold and call your other contact.
  2. Hover over the active or held call on the TouchPoint Call bar, then click Complete Transfer (we’ll transfer the call and free up your extension so that you can handle another call), or click Invite to Conference if you want to start a Conference call (we’ll connect all parties in a conference call).
  3. If you change your mind halfway through, click the Cancel button and we’ll reconnect you to the original caller.
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