Kevin McCarthy
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Activity overview
Latest activity by Kevin McCarthy-
Kevin McCarthy created an article,
Bulk Text Feature
Connect Now has the ability to send out a bulk text message to up to 50 contacts, while allowing you to personalize the message through the use of field tags. Bulk texting requires the use of the I...
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Kevin McCarthy created an article,
In-App Email
When you connect your Outlook or Gmail account with Connect Now, you'll be able to view email communications with a contact in the app, as well as in your inbox.In addition, connecting your email a...
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Kevin McCarthy created an article,
Configuring the Lead Capture Plugin (formerly CNipIT)
The Lead Capture Plugin can easily configured in your dashboard. In the dashboard go to "Settings", "Lead Sources", and then choose "Configure Plugin" on the left- hand side of the page. If you hav...
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Kevin McCarthy created an article,
Bulk Reassign and Refer Leads
Office Admins and Account Admins can reassign and refer leads in bulk through the web dashboard. 1/ From the main page select the "Leads" tab (see below). 2/ On the right hand side of the screen...
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Kevin McCarthy created an article,
Release/Reassign a Claimed Lead (Contact) to a Team
In the event that you are unable to work with a lead that you have claimed, you can release that lead back to the originating team so someone else can pick it up. Any history that you have with tha...
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Kevin McCarthy created an article,
Building and Using a Task Sequence in the Mobile App
Connect Now allows agents to build and assign sequences of tasks to both leads and contacts. A sequence is a series of events scheduled to be performed at pre-determined intervals. The Connect Now ...
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Kevin McCarthy created an article,
How to Add and Use Tasks in the Connect Now Mobile App
Tasks are a feature that allows agents to set reminders to do things. You can set Tasks from both the Home Page and from inside a Contact. To set a Task from the Home Page, click on the Plus Sign i...
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Kevin McCarthy created an article,
Navigating the Connect Now mobile app Home Screen
Navigating the Connect Now Home Page on the mobile app is easy. When you first log in you will see a greeting and below that the app tells you whether or not you are available to receive leads. If ...
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Kevin McCarthy created an article,
Plugin Installation
The Plugin can easily be installed onto any web site built with the following providers. Click on the name(s) below for instructions:Wordpress Wix Premium (Paid) Dakno Curaytor Weebly Placester Rea...
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Kevin McCarthy created an article,
Connect "Connect Now" to your Cloze CRM
We've made it very simple to connect "Connect Now" to your Cloze CRM. Follow these steps or view the video walk-through.1. Login to your Cloze account at cloze.com. 2. Login to your Connect Now das...