Consulting a contact in the list

Use the following steps to initiate a call with your contacts in the list to seek opinion, to transfer a call, or to conference an active call.

1. On an active call, use any one of the following options:

   • To consult a contact over a phone:

     1. In the Work List window, click Add call to WorkItem > Contacts.

        The Contact List window appears with contacts that are available through phone.

     2. Click the Click to Dial button.

        The system initiates a session with the selected contact and creates another work item in the Work List window.

   • To conference the call with a contact:

     1. In the Work List window, click Conference > Contacts.

        The Contact List window appears with contacts that are available through phone.

     2. Click the Click to Dial button.

        The system initiates the call with the selected contact and creates an active work item in the Work List window. When the selected contact accepts the call, add the contact to the call based on your conference settings

   • To consult a contact over IM:

     1. In the Work List window, click Add IM to WorkItem > Contacts.

        The Contact List window appears with contacts that are available through IM.

     2. Click on the Click to IM button.

        The Contact List window appears with contacts that are available for IM. Select appropriate contact. The system initiates an IM session with the selected contact and creates an active work item in the Work List window and IM window

2. Take appropriate actions as necessary and complete the work item.