Knowledge base
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For Users
Getting Started
- Navigating the Connect Now mobile app Home Screen
- Downloading Connect Now
- Connect Now App Overview
- Lost Password
- Updating your profile in the mobile app
- Set your schedule of availability in the Connect Now app
Text and Email Templates
- Using a Sequence in the Connect Now Mobile app
- Creating Sequences on Mobile
- Using Sequences from the Connect Now web dashboard
- Creating Sequences in the Connect Now Platform
- SMS vs. WhatsAPP how to change the settings
- In-App Texting
Contact Management
- Release/Reassign a Claimed Lead (Contact) to a Team
- Building and Using a Task Sequence in the Connect Now Mobile App.
- How to Add and Use Tasks in the Connect Now Mobile App
- Appointments (Mobile)
- Re-assigning an unclaimed lead in the Connect Now mobile app
- How to re-assign a contact in the Connect Now mobile app
Settings
Integrations
Troubleshooting
- Updating iOS on iPhone
- Delayed Notifications - iPhone
- Allow notifications to receive leads
- Does the app work even if I force close it?
- Turning off "Conversations" in Gmail
- How do I know what sources I am receiving leads from?
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For Admins
Admin Getting Started
Reporting
Lead Capture and Routing
Lead and Contact Management
Lead Capture Plugin (formerly CNipIT)
- Plugin Installation
- Adding the CNipIT to my website
- Connect Now CNipIT FAQ
- Where do I find my CNipIT code?
- Will CNipIT work on my website?
- Can I change the color of the CNipIT on my website?
Admin Settings
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About Connect Now