Final answer:
Warm transferring requires asking permission to put the caller on hold, dialing and explaining the situation to the third party, and then conferencing the caller in before closing the call. These steps ensure a courteous and professional handling of the call transfer.
Step-by-step explanation:
Warm Transferring an Inbound Call
When you are warm transferring an inbound call, you should take several steps to ensure a smooth and courteous transition. First, you always want to ask permission to place the caller on hold before making the transfer. Next, dial the intended number and navigate through any necessary prompts, then wait for the third party to answer. When they do, you should clearly explain the situation so that they are prepared to assist the caller effectively. Finally, you should conference the caller in with the third party, ensuring they have been introduced and understand what will happen next before you leave the call. These steps help maintain a professional and considerate customer service experience.
Other etiquette in similar customer interaction scenarios, like dining, includes placing the napkin on your lap when you sit at a dining table. When faced with call waiting, it's generally considered courteous to wait on hold for a few minutes before checking back in with the caller.