Kevin McCarthy
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Properties Tab
Connect Now can help brokers and managers determine the number of leads received for a certain property through the Properties Tab available to Office Admins and Account Admins. To access this feat...
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Emailing Leads from Connect Now on iPhone
If you are getting an error when trying to email users through the Connect Now app and are using an iPhone, make sure you have the Apple "Mail" app installed (see pic below -- search for "mail" in ...
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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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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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Creating Sequences in the Mobile App
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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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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Creating Sequences in the Web App
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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Using Sequences in the Web App
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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Using Sequences in the 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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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...