Knowledge base

• For Users

  Getting Started

  • 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
  • Emailing Leads from Connect Now on iPhone

  See all 8 articles

  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

  See all 9 articles

  Contact Management

  • 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
  • Re-assigning Leads and Contacts in the Connect Now mobile app
  • Sharing Contacts with the Connect Now app
  • Working with Contacts in the Connect Now Mobile App

  Settings

  • Setting the default email on your iPhone
  • Connecting an Outlook email account
  • Forwarding leads from GMail into the Connect Now App
  • Connect Your GSuite Email to the Connect Now App
  • How to Re-Order Lead Card Info in the Mobile App

  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?

  See all 7 articles

• For Admins

  Admin Getting Started

  • Connect Now Admin Dashboard
  • How do I access my Connect Now dashboard?
  • Office Admin Dashboard Reporting
  • How do I add/remove/update agents?

  Reporting

  • Dashboard - Team Report
  • Dashboard - Team Stats (Organizations only)
  • Dashboard - Agents Currently Available
  • Dashboard - Lead Status and History

  Lead Capture and Routing

  • Dynamic Allocation Routing
  • Setting up your Cloze CRM Integration
  • Manage Your Lead Sources
  • How does Connect Now capture leads?

  Lead and Contact Management

  • Adding and Managing Text and eMail Templates
  • Dashboard - Lead Reassignment (Office Admin Only)

  Lead Capture Plugin (formerly CNipIT)

  • 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?
  • Why doesn't the CNipIT pop up?

  See all 7 articles

  Admin Settings

  • Granting Office Admin permissions to allow contact and lead sharing
  • Dashboard - Settings > Manage Agents
  • Dashboard - Add an office (Organizations Only)
  • Whitelisting the Connect Now App (for gmail sync/in-app emailing)
  • Connect a CRM

• About Connect Now

  About Connect Now

  • Connect Now Product Explainer video