Knowledge base

• 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

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  Text and Email Templates

  • Email Templates (Mobile)
  • Text Templates (Mobile)
  • Email Templates

  Contact Management

  • Release/Reassign a Claimed Lead (Contact) to a Team
  • 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
  • Re-assigning Leads and Contacts in the Connect Now mobile app

  See all 8 articles

  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

  In-App Communications

  • Bulk Text Feature
  • In-App Email
  • In-App Texting

  Sequences/Automations

  • Creating Sequences in the Mobile App
  • Using Sequences in the Mobile App
  • Creating Sequences in the Web App
  • Using Sequences in the Web App
  • Building and Using a Task Sequence in the Mobile App

  Integrations

  • Connect "Connect Now" to your Cloze CRM

  Troubleshooting

  • SMS vs. WhatsAPP how to change the settings
  • 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

  See all 8 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 for Teams
  • Manage Your Lead Sources
  • How does Connect Now capture leads?

  Lead and Contact Management

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

  Lead Capture Plugin (formerly CNipIT)

  • Configuring the Lead Capture Plugin (formerly CNipIT)
  • Plugin Installation
  • Adding the CNipIT to my website
  • Connect Now Plugin FAQ
  • Where do I find my CNipIT code?
  • Will CNipIT work on my website?

  See all 9 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