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How to Setup a Quick Transfer

How to Setup a Quick Transfer.

There are two ways to set up a quick transfer number in the Dolphin Cloud. The first option is by using the campaign settings to add your transfer list just to the campaign you want to modify. The second option is with the master dial settings. When you add a new campaign, you have the option to copy the master dial defaults, which also includes any transfer numbers set up there.

Step 1.

Let’s start with the master dial settings. When you set up the transfers in the master dial settings, you get the option to copy these presets for any new campaign. Start at the top menu and select admin and then choose master dial settings.

Step 2.

Scroll down to the bottom of the page to find the section called transfer presets. Here you can view or edit your list of quick transfer numbers.

Step 3.

Click add on the top right of the transfer presets box to see a new screen with blank fields. Add a preset name and number (phone number with no dashes or parentheses). If the number has an extension add that in the DTMF box. Click submit to add the new number to the transfers list.

Step 4.

To edit your transfer list, click the yellow pencil icon under the action column. To delete, click on the red trash icon next to the pencil.

Step 5.

Let’s see how to set up a campaign specific quick transfer. When you add a transfer preset to a campaign, then those numbers will only show when calling in that campaign. Start at the top menu and go to admin, then go to campaigns and select view campaigns.

Step 6.

Click modify to open the campaign settings.

Step 7.

Scroll down to the transfer presets. Repeat step 3 to add the new number.