To conference in a third person, click the “Add Call” button to add a person to your call.
This will automatically place the call on hold. Select the user you wish to conference in and a second call will be placed to that user.
Note: If the user you’d like to conference in doesn’t show up in the list, contact your CRM Administrator.
If you would like to conference and transfer with phone numbers that are not users in your CRM, you will need to use the Dial Pad. See the Dial Pad Guide for more details.
To merge the calls into a conference call, click the “Merge Calls” button. At this point you’ll be in a three-person call.
To perform a warm transfer, click the “Leave Merged Call” button. You’ll be able to select a Disposition and move on while the other two people remain on a call of their own.
If you remain for the duration of the conference call, you’ll need to hang up each leg of the call individually. Once both calls have ended, you’ll be able to select a Disposition.