How to add a person to a call

Adding a person turns your call into a three-way call without dropping the customer. The added person hears both sides, and both sides hear them. You stay on the call the whole time. Use it to bring in a technician, a manager or a specialist, or to loop in an outside number such as a supplier.

1. 1
   Wait until the call is up

   The Add person button turns on once the other side is on the line, the same moment Hold, the keypad and Transfer turn on.

2. 2
   Open Add person

   Click the Add person button on the call bar. A small panel opens with one field.

3. 3
   Pick who to add

   Type a teammate's name and click it, or type a full phone number with the area code and click Call. The new person is rung with your company line as the caller ID, the same number the customer sees.

4. 4
   Talk

   When they answer, they join the call. Their name or number shows under Add a person with a Remove button.

5. 5
   Remove them when you are done

   Click Remove next to their name. Only that person is hung up; you and the customer stay connected.