How do I add/remove/update agents? Follow

Once you have added the CNipIT code to your website, you will want to add your agents so they can 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 office 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 Agents" 

 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. Select action: Choose to delete, toggle default agent or toggle whether an agent can receive leads or not.

2. Choose the agents this would apply to.

3. Click "Perform Action"