Creating live call transfers allows you the ability to create a generic form used specifically to transfer leads in real time. Upon submitting a lead with a Live Transfer form you will see a list of available clients who can take that lead, as well as their number so that you can call that agent to let him know a lead is on its way.
Setting Up a Live Call Transfer Form
Step 1: Select Lead Sources from the top tab to view your lead source List.
Step 2: Select a source from your list and click, Modify Campaigns.
Step 3: Select your campaign and click Edit.
Creating your Form
The Lead Forms tab will give you the options for the following:
Add Form – Allows you to add a new form
Edit Form - Edit an existing form
Delete Form – Delete an existing form
Show URL – Show existing URL for form
To create a new form, click Add Form.
Lead Form Properties
Form properties will allow you to do the following:
Name your form
Copyright your form
Reset form fields upon submission
Show your account logo
View your URL for this particular form
In order to make this generic form do live call transfers, you must ensure the Return Live Call Clients box is checked. This will allow to set more specific options such as
Reset live form after submit
Schedule the lead for general automation to be delivered to the client
Note: Do not click on return live clients for generic forms. Simply click OK once done typing in the name in order to create your generic form.
Setting Up Client For Live Call Transfer
In order to use your live call transfer form, you must ensure that your client can receive live call transfers. To do this:
Open Clients tab
Select a client
Go to Delivery Accounts
Modify Delivery Accounts
Select Additional Options
In the Additional Options,
Set the Account Type to Live Call Transfer
Assign Agent Name
Assign Agent Phone
This client is now set to receive live call transfer leads.