At times, agents need to make 3-way calls with clients. To do this, you can initiate the call on the FUB app and merge the calls to have a 3-way call.
How it Works
1. On the FUB app, call the desired contact
2. Once the call connects, select More
3. Click Add Call
4. Call the additional contact
Note: This will automatically place the first call/contact on hold. The second contact being called will see your personal cell number on the caller ID.
5. Once the second call connects, click More > Merge
6. The 3-way call is now in progress and will display as a Conference Call
Note: The call will be logged on the initial contacts' profiles in FUB.
FAQs
Is there 3-way calling on the desktop?
On the desktop, there is the ability to call a lead (with the dialer enabled) and transfer the call to another team member who has a FUB number. Instead of completing the call, simply merge the call to have a 3-way call. Here is more information: Call Transferring.