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Rachael

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Activity overview

Latest activity by Rachael
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    Rachael created an article,

    Dynamic Allocation Routing

    Dynamic allocation is a way of “spreading the opportunity” of leads coming in without compromising too much on consumer response times. In dynamic allocation, the system looks at lead claim activit...

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    Rachael created an article,

    Setting up your Cloze CRM Integration

    To automatically send claimed leads from Connect Now to your Cloze CRM:1. Find your Cloze API KeyLogin to Cloze and click "more" in the lower left navigation bar. then click "settings" and "API Key...

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    Rachael created an article,

    Working with Contacts in the Connect Now Mobile App

    The video below shows how to edit contacts in the Connect Now app, add tags and notes, search and share contacts. 0:40 - Editing contacts and adding tags, move date, budget 2:15 Sharing contacts w...

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    Rachael created an article,

    Delayed Notifications - iPhone

    Normally, push notifications of new leads arrive quickly, but when they are delayed it is typically because of an absent or poor internet connection. There are a few more things you can check for i...

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    Rachael created an article,

    Turning off "Conversations" in Gmail

    Some users get frustrated by the fact that Gmail tends to "clump" customer conversations together in ways that make them lose track of communications with specific prospects. This is part of a defa...

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    Rachael created an article,

    Whitelisting the Connect Now App (for gmail sync/in-app emailing)

    The following instructions apply to Account Admins who would like to enable in-app emailing/gmail sync for some or all users in their account. Whitelisting the Connect Now app will allow individual...