This presentation will give you an overview of how to set
up and configure TeamMax
TeamMax is an outbound telemarketing call center specifically designed for outbound calling, its
main purpose is to make telemarketing activities efficient and productive.
There are 3 parts to the TeamMax set up: TeamMax Manager, TeamMax Server, TeamMax
In addition TeamMax Reporter gives you half
a dozen reports including Agent Login, Calls
By Agent, Response, Call Status, Dial Card,
Telephone Number Audit, and Agent Audit
The TeamMax Manager software is where you import a list of numbers and assign them to a campaign.
You can set up a campaign
add scripts for agents to read
set up teams
set up users and agents
assign users and agents
The TeamMax Manager allows you to:
View a campaign
see progress reports
and maintain the DNC list
The TeamMax Server software is usually located on a central computer, it doesn't need to be on a server
but it needs to be on a computer that all others have access to.
The TeamMax Server software connects to the databases and talks to the telemarketers software.
The TeamMax Server software checks to see if any call backs need to be sent to the agent and if there is
none it sends the agent a fresh lead.
The TeamMax agent
software is what each
They click on a dial
button in the software
and that sends a
message to the
software asking for the
The Telemarketers can
enter information about
each contact on the
First of all start the TeamMax Server software. Now minimize the TeamMax Server software,
so you cannot see it any more. You must keep it running so agents can login.
To minimize, click here
Now double click on the TeamMax Agent icon, so you can login to the TeamMax
Agent software. This will bring up a login screen.
Type in the default User Name of admin and Password admin.
Then click OK.
A blank screen will appear which has a toolbar along the bottom edge. You will also notice the Campaign
name up on the top left.
1. Click the Next button at the bottom of the screen. This will display a contact record.
2. The information on the left hand side of the screen
is fully customizable, we will look at this a bit later
3. Click Cancel,
press Yes, then exit
out of the Agent.
Now lets go to the TeamMax Manager software
Type in the default User Name admin and the Password admin
First we want to set up a new campaign.
Enter a name into the Campaign Name box at
the top (eg My Campaign) then press the
This will move the newly created Campaign to
the bottom of the list.
Setting Up Campaigns
Next we have to choose the
layout. Choose the [Default]
layout for this example. Each
campaign can have a
different layout, this is the
view the telemarketer sees.
Setting Up Campaigns
In the Script box, on the same
line as your new campaign name,
you can enter in a script. It is
easiest if you write this in
Microsoft Word, and then
copy/paste it into the script box.
Next we need to close this by clicking the
Setting Up Campaigns
Lets customize the Dial Card view the the telemarketer will see.
To do this:
Click on Options
The Grid Custom Setup
Then Dial Card
1. Maximize the screen so
you can see all the fields
that can be displayed on
the Dial Card.
2. The column on the left
hand side shows all the
customizable fields. You
can click the header that
reads 'Column' to list the
fields in alphabetical order.
3. This is the customized
label which shows what
you want to have
displayed. If you leave it
blank then the default label
will be used. Eg Text1
(Dial Card) will display
4. Show lets you choose if
you want to show it or not.
6. Click OK to close.
5. Scroll down to
Text1 – highlight
Label. Type in Color.
Under Text2 – type in
7. Minimize Manager
1. Log in to the TeamMax Agent
software using the default User Name
'admin' and Password 'admin'
2. Click the Next button.
3. Look on the left hand side,
look for color and size.
Do you see them?
4. Press the Cancel button, then Yes.
5. Close out of the Agent
We will now set up the Response Support Table.
1. To do this:
Then Click Support Tables
2. Click on Responses under Support Table
3. In the Response column, type in a disposition.
Press the Enter key.
4. You can choose an order for the Responses.
5. You can apply different Responses for
Go back to the TeamMax Manager software.
Now we need to assign an agent to the campaign.
To do this:
Then Team Setup
Once that has opened, we need to make a new team.
Enter a team name (eg My Team)
Select the Campaign you set up earlier.
Make sure you click Enter to save the new
You have just assigned the campaign to your
Setting Up Teams
Now we need to assign the Agents/Users to the Team.
1. Click View then click Agents & Users
2. Maximize the screen
3. Select the user (admin) by selecting the whole row.
4. Now for the admin user, click into Team
Name and select your team.
Click Enter to save changes.
5. Close the window, and Close the
TeamMax Manager software.
You can add new users
by clicking into the Name
cell in the top row.
Assigning Agents to Teams
Next we will Import an example data file.
1. To do this:
Then Import Dial List
2. Choose All File Types
3. Select egDialListTelephoneName.txt
This example file is loaded in
4. Click Open
2. At the top of the page where it says
“Select the campaign to import data to”
Select your campaign from the drop down list.
1. Maximize the screen, by clicking here
It will say “Import Finished, 8 records were imported”.
Do you see the preview window?
On the left hand side, it shows all the fields you
can possibly import.
3. Scroll down to Telephone, select as 1
4. Scroll back up to Full Name (not First Name)
select as 2, press Enter.
To view the records you have just imported:
Then Campaign View
Do you see, Show Today Only?
The show today only box
makes it only show today's
records – uncheck this.
'Not Called' are records that are yet to be called.
Normally you will only view the calls that have been made.
Check the Include Not Called box.
On the Left hand side is the Dial Card, the
same view as what the Agent sees.
On the Right hand side is a grid like summary
of the records. You can customize this and
select which columns you want to display.
Close out of the screen.
Now, log in to the Agent software to see the new records you just imported.
Click Next on the toolbar, you will see one of the records you just imported.
Do you see how the Callback and Response buttons are grayed out?
Once you are on a call, they are no longer grayed out.
See how it has customized the records
(by including Color and Size)?
Let's check the modem...
Click on Options
Then select Telephony Dialing Device
Look for the modem if you have one installed, if there is no
modem installed then it will come up with an error.
Is the modem plugged in?
If yes, unplug the telephone line so it doesn't call anybody.
Selecting The Modem
This is a drop down list of modems.
Click Next Dial, it brings up the next record.
Call Back and Response button now enabled.
When you are talking to someone, the response button is for when you have a final outcome of the call.
Click the Response button, these are customizable too.
You can enter information on the call in the other fields.
If you can't get hold of anyone, or they ask you to call them back, DO NOT click response,
rather click the Call Back button.
Call Back allows you to select, No Answer, Busy etc...
You can select a requested Call Back, if someone has requested to be called back at a selected time.
The Response is the
Disposition of the call.
This list is customizable
once set-up in
Once you have finished with the call, click the button if you want it to save and get the next
record in one move, otherwise click
The End Dial button saves the current record back to the server, it asks the server for the next
record, the server then decides if there are any call backs for the agent, and if there is, it will send
them to the agent, otherwise it will send a new lead.
That was an overview of how it all works.
You may also like to refer to one or more of the User Guides.
If you have any questions regarding this TeamMax Configuration Presentation Guide, please do
not hesitate to contact us on either the details below, or via email: email@example.com
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