Contact Management
- Release/Reassign a Claimed Lead (Contact) to a Team
- Building and Using a Task Sequence in the Connect Now Mobile App.
- How to Add and Use Tasks in the Connect Now Mobile App
- Appointments (Mobile)
- Re-assigning an unclaimed lead in the Connect Now mobile app
- How to re-assign a contact in the Connect Now mobile app
- Re-assigning Leads and Contacts in the Connect Now mobile app
- Sharing Contacts with the Connect Now app
- Working with Contacts in the Connect Now Mobile App