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Kevin McCarthy

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Latest activity by Kevin McCarthy
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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 Connect Now 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...

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    Kevin McCarthy created an article,

    Using a Sequence in the Connect Now Mobile app

    When claiming a lead using a sequence select the Sequence Icon from the bottom of the Lead Card. Select the sequence to be used from those available. *NOTE Sequences require certain lead informati...

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    Kevin McCarthy created an article,

    Creating Sequences on Mobile

    Creating a sequence in the Connect Now mobile app is easy. From the mobile home page select the 2 horizontal bars in the upper right hand corner to open the Menu. Select Settings, then select Seque...

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    Kevin McCarthy created an article,

    Using Sequences from the Connect Now web dashboard

    Activating a sequence from the Connect Now dashboard is easy. When a lead comes in simply click on the notification box in the upper right corner of your screen. The lead card will open up and you...