Agents must be added to your Connect Now account in order to claim leads
Once an agent has been added, they will receive an email with their login information and instructions on how to download the Connect Now App.
The account admin will have the ability to add, remove or update agents/users.
They will need to sign in here: http://app.connectnowinc.com/users/sign_in
To Add an Agent: Click on "Manage Account"
Click on "New Agent +"
You can upload agents individually, or in bulk.
If you are going to be adding multiple agents at once, click on "Download Template"
To upload the .csv file, click "Browse" and then "Upload"
Once your agents have been upload and added, you will receive a results page. If there were any issues, they will be noted here.
The added agents will receive and email with their login information, as well as a link to download the app from either the App Store of the Google Play Store.
To Update or Delete an agent:
1. From the Settings menu select "Manage Teams"
2. Select action: Choose to delete, toggle default agent or toggle whether an agent can receive leads or not.
3. Choose the agents this would apply to.
4. Click "Perform Action"
This video will walk you through the process of adding and updating agents