Once you are on the Connect Now platform, you will be sent an email with your login info and instructions on how to download the Connect Now app. Asan office admin, you can then add agents that wish to receive leads from the CNipIT or 3rd party sources that have been set up. The agents will then be emailed their login information and a link to download the Connect Now App.
Once the app has been downloaded, enter your provided login information and click "Log In"
You will then be asked for your phone number. Enter it and press "Send Confirmation Text"
You will be texted a confirmation code. Enter it and click "Confirm".
You will be prompted to take or upload a profile picture. Click on the picture to do so, or click on "Skip" to do so later.
You will be prompted to read and agree to our Terms of Service. Once you have, click "I Agree"
You will be shown where you will be receiving your leads from, as well as toggles for your notification and location permissions (these must be toggled on)
Press "Continue" to receive a test lead and access your dashboard.
You will be set to "available" by default in order to receive the "Test Lead"
Click "yes" to claim the "Test Lead"
In order to appear on the CNipIT as available for leads, you need to swipe "Available" in your Connect Now app.
Leads that you claim will be displayed on the Lead Activity page of your app as "Claimed".