Cisco Cisco Unified CRM Connector 8.5 User Guide

There are several scenarios for Conference, this describes 
completing the conference.  See Working with Consultative 

Calls for instructions on rejected and aborted conferences. 
During a conference, you may drop a party.  Instructions 
for this follow the conference step-by-step. 

1.  With an active call, enter a phone number in the 

Destination box. 

2.  When the recipient accepts the conference, select the 

held contact and press Conference to complete the 
conference and join the calls.  

3.  This will consolidate the two contacts into one contact. 

1.  On a conference call, click Drop Party, this enables 

the Drop Party selection drop down – right below the 

Drop Party button. 

2.  From the drop party drop down, select the phone 

number of the party to drop from the conference. 

3.  This drops the party from the conference, but the 

contact call continues as the active call.  

Consultation transfer and conference add a second, 
consultative call you must control.  This consultative call 
allows you to talk with the transfer or conference 

recipient. 
When working with a consultative call there are three 

scenarios: 

•  You may complete the transfer or conference. 
•  You may abort the transfer or conference. 
•  The recipient may refuse the transfer or conference 

and hang up.   

1.  During a C. Transfer or Conference you decide to 

abort the transfer, you must retrieve the original call. 

2.  There are two ways to abort a transfer: 

i.  Press Reactivate. 
ii.  This drops the consultation call and retrieves 

the held contact and makes it the active 

contact. 

i.  Hang up the consultative call:  press Drop. 
ii.  Select the held contact. 
iii.  Press Retrieve. 

1.  During a C. Transfer or Conference, the recipient 

reject the call and hangs up. 

2.  This drops the consultation call and leaves the original 

call on hold. 

3.  There are two ways to retrieve the held call: 

a.  Select the held call and press Retrieve. 
b.  Press Reconnect. 

 

Swapping alternatives between an active and a held call.  
It places the active call on hold and retrieves the held call 

to make it active. 
This is especially useful when working a consultative 
transfer or conference, but can be used anytime you have 

two contacts.  

32