Kevin McCarthy
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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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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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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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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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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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How do I add the Plugin (CNipIT) code to a premium (paid) Wix site?
Please note: The free version of the Wix website does not allow for the addition of javascript. 1) Get your Plugin (CNipIT) Code Where do I find my CNipIT code? 2) Sign in to your premium Wix site...
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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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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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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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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...