Kevin McCarthy
- Total activity 38
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Activity overview
Latest activity by Kevin McCarthy-
Kevin McCarthy created an article,
Granting Office Admin permissions to allow contact and lead sharing
To grant Office Admin permissions your Account Administrator has to set your permissions. They can do that by logging into their dashboard and then: Open the drop down menu and select "Settings" ...
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Kevin McCarthy created an article,
Re-assigning an unclaimed lead in the Connect Now mobile app
Once you have been given Office Admin permissions, re-assigning an unclaimed lead in the mobile app is easy. Simply: Go to the Inquiries page Select the Unclaimed lead to be re-assigned Open the l...
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Kevin McCarthy created an article,
How to re-assign a contact in the Connect Now mobile app
Once you have been granted Office Admin permissions over a team, re-assigning a contact in the Connect Now mobile app is very easy. Simply: Open your Contacts Select the contact to be re-assigned...
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Kevin McCarthy created an article,
Connect Your GSuite Email to the Connect Now App
You can connect your company gmail (GSuite) account to your Connect Now app (desktop or mobile) in order to see complete email communications history with a contact. Video walk-through below, or fo...
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Kevin McCarthy created an article,
Creating and using email templates
To create and use email templates in the Connect Now dashboard or mobile app:1) Make sure that your Account Admin has turned on "in-app emailing" and that you've connected your GSuite gmail account...
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Kevin McCarthy created an article,
Creating and Using Text Templates in Connect Now
Text templates can help you streamline your communication with customers. To create a new template (or edit an existing template):1) Go to "settings" and scroll to select "text" and then "text temp...
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Kevin McCarthy created an article,
Changing or updating your password
How to update a forgotten password in the Connect Now mobile app.
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Kevin McCarthy created an article,
Set your schedule of availability in the Connect Now app
Make sure you never miss an incoming lead with our "set it and forget it" feature in the Connect Now mobile app.
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Kevin McCarthy created an article,
Updating your profile in the mobile app
How to update your name, email address, phone and picture in the Connect Now mobile app.
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Kevin McCarthy created an article,
Re-assigning Leads and Contacts in the Connect Now mobile app
To re-assign leads and/or contacts you must first be granted administrative permissions in the app. Please reach out to your Account Administrator to have admin permissions granted. Once you have...