You can create a conference call in TouchPoint. Here’s how:
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- While you are on a call, click the search icon
on the . We’ll display the Search bar.
- Search for and select the person that you want to conference in or transfer the call to
- While you are on a call, click the search icon
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.
- Click the Transfer button on their Contact Card. We’ll put your current call on hold and call your other contact.
- Hover over the active or held call on the , 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).
- If you change your mind halfway through, click the Cancel button and we’ll reconnect you to the original caller.