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Describe the policy of transferring calls.
When someone asks to speak with someone else in a different department:
1) Get their name and the reason for their call.
2) Ask the customer if you can place them on hold while you check to see if the requested party is available.
3) Press the "hold" button.
4) Press "transfer" and the extension of the person you are calling. (don't do anything else)
5) If the requested party does not answer, press "cancel".
6) Press "resume" and thank the customer for holding. Get the customer contact information and email the requested party with that information.
7) If the requested party does answer, tell them who is calling and why.
8) If they would like to take the call, let them know they need to hang up and then you will transfer the call.
9) Press "cancel." Press "resume" Thank the customer for holding. Let them know that you will now transfer the call to the requested party.
10) Press "transfer." and dial the extension. When it rings, press "transfer" again.
11) If the requested party does not want to take the call, press "cancel."
12) Press "resume." Thank the customer for holding. Get their contact information and email the customer contact information and message to the requested party.