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Kevin McCarthy

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Activity overview

Latest activity by Kevin McCarthy
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    Kevin McCarthy created an article,

    Forwarding leads from GMail into the Connect Now App

    If you are receiving digital leads in your GMail Inbox that you wish to push to the Connect Now app, this can be achieved by establishing a forwarding rule, which is a 2 step process.   Step 1. Set...

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    Kevin McCarthy created an article,

    Emailing Leads from Connect Now on iPhone

    Apple/iPhone requires users to use Mac Mail as their default email app. As a result, only Mac Mail will open automatically when you click "email" to claim a lead in Connect Now. Even if you primari...

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    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.   Click the "Forgot Password" option and you will be asked to enter your email and a reset link will be sent.      

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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.