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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?
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)
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?
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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