These are general examples (every business and every industry is different)
What does the each tab do? ADMIN TAB - HOME TAB - AGENT MONITOR TAB - SETTINGS TAB - LIST VIEW TAB - COTACT VIEW TAB - CAMPAIGN TAB
Here are a few Videos on how to use the dialer.
Wait for Agent settings:The Wait for Agent option, is how long your recipient will be on hold...Adding Custom Dispositions
Got to the admin tab, in the lower right hand corner click on Configure Custom Dispositions.Type...Adding Remote Viewing to your Agent Monitoring!
Adding Remote Viewing to your Agent Monitoring Now you can SEE, HEAR, AND SPEAK to your...Agent Productivity!
Agent productivity report breakdownAgent Connect Time = Time logged into the dialerAgent...Agents caller id show 212.555.1212 or 212 555 1212 or (212) 555 1212?
These numbers are caller id numbers for manual dial only and are set on the Settings Tab for...Astrisks, TrixBOX or FreePBX!
Instead of using a SIP phone our dialer will call your agents extension with this method. 1. Go...Can a Cell Phone be Used in a Three-Way call or Transfer?
Yes any phone number can be used. You might have an issue depending on how your calls are routed,...Can administrators barge or listen in on a call?
Yes, administrators can barge in on a live call under the Agent Monitor Tab, which can be enabled...Can I use my T-Max sip phone by itself? Can I use the sip phone as a standalone phone?
Yes, the sip phone is an internet program platform. It will not work without a VOIP...Contact View Screen not loading contact information? Freezing, Not refreshing, Same contact info on multiple calls
If you are Editing, Copying, Pasting or if you accidently clicked on a field in your account...Dialer has dead air when account pops up!
This means the customer has hung up. You could be running the dialer too fast, if you just put in...Dialer is calling the same number again in the campaign!
The dialer will only call the numbers that you have uploaded into the dialer, as long as you have...Dialer says I am disconnected!
The dialer is saying you are disconnected because you did not answer the phone or you hung...Does the dialer stop dialing my contacts while I’m on a call?
Yes, But the dialer will finish up with the calls that it has qued up to call and will not que up...Download Transferred call Recordings
:Go to the Campaign Tab and click on the WWW page hyperlink next to the...How do I setup a Predictive Campaign?
Creating a Campaign:1. Login to your PD server2. Go to CAMPAIGN TAB.3. Click on CREATE NEW...How Do I Change My Password?
Click on the pencil icon to open the property settings tab, click on the hyper link...How do I change my phone to sip phone?
Please download the T-Max Phone from your dialer dashboard. This will be located at the...How do I configure / Setup T-Max SIP Softphone (TMaxSIP) for the Predictive Dialer? DEPRECIATED
When you get T-Max SIP installed and you're ready to get it configured. Please follow the steps...How do I configure an http get command or create a post url?
Log in as Admin. Go to the Admin Tab. Click on the Edit Properties (pencil icon) for each agent...How do I Configure the Screen Pop for CollectionsMax or Collections Max?
To activate the screen pop webservice you will need Collections MAX Professional version 3.1 or...How do I find my three-way call recording?
You can find the three-way call recordings the same way you find the normal recordings. Click the...How do I import or export from Collections Max? How do I pop the screen in Simplicity?
Login as the Admin on the dialer. Click on the Admin Tab. Click on the Edit Properties button...How do I schedule a call back?
Click the schedule callback button on the disposition bar. From here you can choose between one...How do i set up X-Lite ( xlite ) SIP Phone?
1. Please download X-Lite or whatever sip phone you choose to each of your agent's...How do I set up a Download All Recordings?
To download all the recordings at one time. Please download after hours to avoid phone...How do I set up a pop up script?
Go to the settings tab of each agent. Click the bottom left of settings tab (setup Scripts)...How do I Set Up an E-Mail Template?
Go to the Settings Tab. Click on the link at the bottom right that says Setup Email Templates....How do I turn ON or OFF the hold music? or change hold music?
In the Settings Tab on your dialer dashboard under General Properties there is a blue hyper link...How do I upload a file to the dialer? How Much Bandwith Does the Dialer Use?
About 128kbps per seat.How to download call recordings and voicemails?
Go to the Campaign Tab and click on the recordings. WWW...How to sign on and off of our Predictive Dialer correctly?
First the agent will need to click on a campaign, next they will automatically be taken to...I am having poor voice quality! I am having poor phone quality!
80% of voice quality issues are the result of the end user's internet connection. High...I am having trouble with Ports, Firewalls, and Proxy Services.
To connect with the dialer, computers need outbound access to the following TCP ports 80, 4000,...I can't get the recorded voice mail message to play. It says no sound file available.
You need to enable the sound file for In-call playing. It's one of the hyper links near the...I can’t view my reports.
To view the reports you must have Microsoft excel installed on your computer. There are a few...I've uploaded a recording and it will not play on the answering machine.
Make sure the file name has no spaces in them; you will need to re-upload it, if it does, after...If I recycle a campaign does it keep previous notes and dispositions?
Yes it will.Importing notes from Predictive Dialer back to Simplicity Collections software.
Click on the Export button on the campaign you want the notes from and choose Contact list then...Is there any way to look up customers via their name on the Agent or Admin screens?
Not if you want to look up the account in a campaign, but you can see the notes and how the...Manage Do Not Call list DNC Predictive Dialer.
First, open the Excel file that contains your numbers you want to add to your DO NOT CALL list....Play Msg - Play Pre-Recorded Message.
How do I add/assign sound files for use with the Play Msg. button? The message "No Sound Files...Please send us a list of headers from csv simplicity
Please send us a list of the headers from csv. or excel file you exported from your account...Pop an account on a web based CRM with a post url button
Login as the Admin on the dialer. Click on the Admin Tab. Click on the Edit Properties button...Predictive Dialer Prices.
Predictive Dialer Rates and Prices 1 YEAR AGREEMENT (US & Canada Calling) $100/mo/seat...Recycle and or Move Contacts on a Predictive Dialer Campaign.
If you want to follow up on leads you talked to or set up a follow up call before you end the...Set up Sip Phone with Zoiper Communicator.
Go to each agent's computer and login to dialer as agent. Go to the settings...Setting Up the T-Max Soft Phone
STEP 1: Log into your dialer using the EMAIL and PASSWORD you signed up with.STEP 2: Click the...System is stuck and I can't log off.
My system is locked up and it won't let me disconnect from the dialer. I have...The “Record Direct Calls” Tab in the pencil window:
If you check the (Record Direct Calls) box then your agent will have the ability to record the...There is a call stuck in the agent monitor tab and the timer is still running.
If there is a phone number that has been called and not transferred to one of your agents on the...Transfer a call to another number or agent.
Yes you have 2 ways to transfer. Option 1: Is a Blind transfer by hitting the transfer on...Turning down or up the microphone and/or speaker volume on the T-Max Phone.
On the left side of the T-Max Phone is the volume control for the microphone and on the right...What are the remaining contacts and maxed out?
remaining contacts -- contacts that aren't called, out of time and are maxed out.What do Carrier Errors stand for?
NRD = No Route DestinationNTF = normal temporary failureWhat Do the Colors Indicate in Agent Monitor?
The highlighted color indicates the agents status.Green- TalkingRed- WaitingBlue- DisconnectedThe...What does the AMD button do for the Predictive Dialer?
By leaving the use AMD box unchecked it will pass your agents all answered calls. If you...What happens to the extra lines that are ringing when all the agents are busy?
They will be placed on hold till the next available agent is ready. Also the abandonment message...What is a Predictive Dialer?
Great for Sales and Collections by allowing every live party that answers the phone to be...What is dial rate overide?
Dial rate is how many numbers are being dialed for each agent logged into the dialer. Auto will...What is the AMD for Predictive dialer?
Answering Machine Detection: If you check the box it will get rid of the answering machines and...What is the Cost of Predictive Dialer?
Agent-based Predictive Dialing All plans, unless otherwise stated, are month to month with no...What is the List View and how does it work?
The list view contains a list of dispositioned calls other then the calls that were dispositioned...What order does the dialer make calls?
The dialer will transfer calls in the same order they are loaded from your spreadsheet. If there...What order does the dialer transfer calls? Who recieves the next call?
The first person to log on to the dialer will recieve the first call. All calls after that will...What type of phone or phone system do I need?
All you need to use the predictive dialer is a headset that can be connected to your computer....When creating a new account do I have to use E-Mail Address?
Yes, all login names MUST be unique email addresses...the address however do NOT have to exist,...When I upload a file it shows accounts out of time zone. How do I fix this?
Go to the Edit Properties Pencil. In the time zone for never call before it is based on the time...When pie chart is red
When the pie chart is red it means that all the remaining contacts are out of time. they are out...Where are the Reports for Predictive Dialer?
On your Home tab middle of the right hand side or on the Admin tab same link is on the...Why am I recieving so many answering machines if my AMD is already checked?
Most people allow calls from "unknown numbers" to go to voicemail. If the AMD was not checked you...Why can't I hear anything on the dialer? My headset is not being recognized.
Have you downloaded and installed the T-Max Sip Phone yet? Follow this link to download our free...Why do I need a Predictive Dialer?
A Predictive Dialer calls a list of telephone numbers and connects dialed calls that are answered...Why does account info pop up empty?
It may be several reasons. 1.You may have hit reset before uploading the phone numbers to the...Why does the account informaiton freeze up some times? Why does account info get stuck?
Try turning off the preloading of contacts under admin tab user properties. This generally...Xlite error messages or Eyebeam error messages.
T-Max Dialer has it's own Softphone callled T-Max Phone which you can download and use for...