Transfer a Session to Another Representative or Team from the iOS Rep Console

Session Actions - iPhoneMember Actions - iPhone

To transfer a session to another team or representative, tap the Member Actions button. On an iPhone, access this button by tapping the Menu button first.

Member Actions

From the menu, select Transfer Session.

Transfer Session

 

Transfer Session to Queue

Browse the list of available teams or search for a specific team name. Select the queue to which you wish to move the session. Then tap the Transfer button.

You may also transfer a session to another representative's personal queue. Tap the Representative button at the top of the menu. Locate the representative by browsing or searching, and select their name. Then tap the Transfer button.