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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)

  • Plugin Installation
  • 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?
See all 8 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

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