« back  ·  close window
 
Call Options: Transfer



There are four options in the drop-down menu, Off, Mailbox, Phone System and 3-Way Call. Unless this is Off, any time your members press 0 during a PhoneTree® message they will be transferred to the location you specify here.
  1. Mailbox: Choosing this option allows the people you call to leave you a voice mail message. You will need to record an OGM (outgoing message) that will be played after a member presses 0 (to do this, choose Mailbox Messages... from the Tools menu and read the instructions here). Don't forget to tell your members in your PhoneTree® message to press 0 if they want to leave you a message. To set up the Answering Machine capability for people who call you, click here.
  2. Phone System allows your members to be transferred to a live operator in your office. You will be prompted to specify the extension to where the call will be transferred, and also to specify a hook flash delay (leave at 3 unless you experience problems). This option requires that PhoneTree® be connected to an analog extension on your phone system. Don't forget to tell your members in your PhoneTree® message to press 0 if they want to transfer to the person (or extension) you choose.
  3. Choose the 3-Way Calling option only if you subscribe to 3-Way Calling through the phone company and you'd like your members to be able to be transferred to another number. You will need to specify the number to where the member will be transferred, and also to specify a hook flash delay (leave at 3 unless you experience problems). Voice prompts will guide the user through the process. This option will create a three-way call with 1) the person who PhoneTree® originally called, 2) the person to whom you specify PhoneTree® should transfer the call, and 3) the PhoneTree® unit itself, therefore PhoneTree® will not be able to go on to the next call on the list until the 3-Way call session is terminated. If your phone system does not automatically disconnect when the user hangs up, press the # key to disconnect manually.
« back to Call Settings tab   on to Advanced tab »