Below are the steps:
Follow the steps given below:
- Log in to your CallHippo Dialer.
- Dial on a number and during the ongoing call, click on the Forward option available on the dialer.
- The dialer will show the available sub-user list of your account and your contacts. So now you have the option of either forwarding the call to one of your sub-users or someone from your contact list.
Select the sub-user that you wish to connect to and click on him.
Then you’ll have the choice of either transferring the call or talk to the sub-user first
- By clicking on the Transfer Now button the call will go to the sub-user. The sub-user can then receive the customer’s call. By clicking on the Talk to Sub-user first button you’ll be directed to a new page.
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Now once the sub-user picks up you can speak to him with the customer on hold, then you have the option to either transfer the call to the sub-user or merge the call.
On transferring the call, the call will be cut on your end and the sub-user and customer will be able to have a conversation.
On merging the call, all three of you will be able to talk to each other, hence creating a conference call. (By pressing the + button on the right topmost corner, you can add more users to the same call.
Hope this helps!
For further queries, please contact us at support@callhippo.com