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

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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

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