Jim
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Activity overview
Latest activity by Jim-
Jim created an article,
Dashboard - Team Stats (Organizations only)
For any Connect Now clients that are an organization (main site and child sites), you can view the stats for your child sites in one view.
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Jim created an article,
Dashboard - Agents Currently Available
Office admins have the ability to quickly see which agents are currently available within Dashboard.
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Jim created an article,
Dashboard - Lead Status and History
A lead's status is displayed along with all other info about that lead chronologically. You can access the Lead Timeline by clicking on the lead's status. The Lead Timeline info in the dashboar...
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Jim created an article,
Dashboard - Lead Reassignment (Office Admin Only)
Office Admins can reassign leads from both the Dashboard and the Connect Now App. Once you click on the 'Reassign Lead" icon, you will be presented with a list of agent to reassign that lead to. C...
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Jim created an article,
Dashboard - Add an office (Organizations Only)
For customers who have an Organization set up with Connect Now, you can add offices under your main site that will provide separate reporting per office. Click on "Add New Child Team" on the top ...
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Jim created an article,
Dashboard - Settings > Manage Agents
In this view, you can toggle agents to be Office Admins as well as toggled them to receive leads or not. Click here to see how to add an Agent
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Jim created an article,
Manage Your Lead Sources
This support article explains how to personalize and manage Connect Now's Lead Capture Plug In pop-up on your website, integrate with 3rd party lead sources, and use an online form for walk-ins to ...
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Jim created an article,
Dashboard - Team Report
Once you have signed into your dashboard (How do I access my Connect Now dashboard?) you will be directed the the Team Report. By date, you will be able to view an overview of requests, claimed req...
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Jim created an article,
Downloading Connect Now
In order to receive leads from Connect Now, you must download the Connect Now App.1) Download the Connect Now app in the Apple App Store or Google Play Store 2) Login with the username and password...
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Jim created an article,
How do add my CNipIT code to a RealGeeks site?
In order to add your CNipiT code to a Real Geeks site, you will first need to locate your CNipIT code: Where do I find my CNipIT code? You then need to send your CNipIT code to support@realgeeks.c...