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1. Click Add Call, located on the middle bar.
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2. The Add Call window opens.
3. To add a 3rd party to the call, Enter the phone number in thethe Destination Number field. Alternatively, you may use the drop-down menu on the right to select a number that has been previously entered OR select a number from the phonebook.
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4. When you are ready click OK and your primary caller will be put on hold with music. You will hear your destination number ringing and a Confirmation window will open.
5. Only click Yes once you've spoken with the new party. After clicking Yes all parties will be connected.
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6. An Information window notifies you when a successful connection is established.
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7. If you do not reach your party or you wish to cancel adding a call, click No on the Confirmation window to resume your current connection on hold.
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8. An Information window will notify you that the call was not added.
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9. Once your 3-way conference has been established, your status, located in theCurrent Agent Status section of the Admin Portal Monitor page will read "On Call – Direct Call Transfer – 3-way conference".
   
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10. To add a Secondary IVR to the call, select the "IVR" radio button, and then select the IVR your wish to add into the call from the list of available IVR's (Note - your Account must have a secondary IVR configured before the IVR button will appear to the agent when adding a call)
    
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    Note: if transfer Information is mandatory for your Account for your agents to enter data before transferring, that rule will apply to Adding a secondary IVR to your call)
    
    A confirmation Dialog box will appear. Click "yes" to complete adding the Secondary IVR to your call.
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