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Kevin McCarthy

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Latest activity by Kevin McCarthy
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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...

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    Kevin McCarthy created an article,

    Creating Sequences in the Connect Now Platform

    A sequence is a pre-planned set of communication events, designed to send a series of messages at timed intervals, in order to elicit a response. Sequences use email and text templates to deliver m...

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    Kevin McCarthy created an article,

    SMS vs. WhatsAPP how to change the settings

    Some users may prefer to send messages through WhatsApp instead of SMS. To determine which method is being used to send your text messages, from the Home Page of the Connect Now mobile app open the...

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    Kevin McCarthy created an article,

    Setting the default email on your iPhone

    If you have multiple email accounts tied to your iPhone, it is necessary to set the Default email to the business email that you wish to have your Connect Now messages generated from. To do this op...

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    Kevin McCarthy created an article,

    In-App Texting

    Connect Now offers in-app texting (in both mobile and desktop apps) which give users a complete view of text communications with each contact in the app (see pic below). Receiving Texts When you r...

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    Kevin McCarthy created an article,

    Connecting an Outlook email account

    Connecting your Outlook account to Connect Now is simple. In the mobile app or dashboard:1. Click on the "menu" (in mobile) or profile pic (web dashboard) in the upper right of the screen.2. Select...

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    Kevin McCarthy created an article,

    Adding and Managing Text and eMail Templates

    A feature of the Connect Now app is the ability to create and use templates for both text and email responses. Often times, agents/sales reps find themselves sending a similar message over and over...