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User Case: Executive to Assistant Call Management
How to
Step 1: Share your line with a Delegate
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"You can pick someone in Teams to be your delegate—when you add a delegate, you’re essentially sharing your phone line with them, so they can see and share all of your calls."
Please note: Configuring Delegates is ONLY accessible on the Microsoft Teams DESKTOP client for Windows and Mac
Step 1: Set up the process to "Share your line with a Delegate"
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Step 2: Delegate confirmation (in Microsoft Teams)
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Executive User (username) added you as a delegate.Now you can: |
Step 3: Make and Recieve Calls as a Delegate
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How to: Put calls on Hold as a Delegate
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How To: Change your boss's call and delegate settings
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Use Case: Take and make calls for an Executive to a Receptionist relationship.
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1st example: Warm Transfer (CONSULT) Call for Executive when answered by Receptionist.Collaborate with the Executive via CONSULT option in MS Teams. The Receptionist can message or call the Executive2nd Example: PARK and RETRIEVE Call for Executive when answered by Receptionist. |
Master Link: https://support.office.com/en-us/article/share-a-phone-line-with-a-delegate-16307929-a51f-43fc-8323-3b1bf115e5a8
Video Walk-through:
MSTeams_Delegate_2scenarios.mkv
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