External Transfers

If interviewers need to be able to transfer calls externally, the supervisor must first define external (not belonging to their company) telephone numbers and assign them to the appropriate surveys. The interviewers are then provided a choice of numbers to which they can transfer a call if necessary.

You define external telephone numbers for call transfers in the External Transfer section of the Resources tab.

Figure 1 - Example of the External Transfer tab

The list in the upper frame provides the following information:

• Telephone number - external telephone number to which interviewers would be able to transfer calls when they work with surveys assigned for this number;
• Description - optional description of this number;
• Assigned surveys count - shows how many surveys are assigned to this telephone number.

You can add new, or edit or delete existing telephone numbers at any time.