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)

• Configuring the 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?

See all 9 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