Using Transfer for E-mail Drafts

You can transfer your e-mail drafts to another agent or a supervisor.

  1. Click the Workbins icon, and then select Draft E-Mail to open the draft e-mail. See Opening a Message Saved as a Draft. The Outgoing E-Mail form appears

  2. Select a draft e-mail in the list and click Open.

  3. Click the Transfer button ( ) See Using Transfer for Outgoing E-Mail and Chat.

Supervisors can transfer e-mail drafts from one agent to another, or to queues.

  1. Click the Supervisors icon, and then select Draft E-mail Management to open the draft e-mail. See Draft E-Mail Management Overview.

  2. Select a draft e-mail on either the By Owner tab or the All tab and click Get Draft to open the Outgoing E-mail form. The Outgoing E-Mail form appears.

  3. Click the Transfer button ( ). See Using Transfer for Outgoing E-Mail and Chat.