Help and Set Up Guide for the New 5P App

This article will be updated regularly to include video tutorials, step-by-step guides, and troubleshooting steps for the new 5P App. If you encounter any technical issues or have any questions not covered here, please reach out to us so we can assist you and update this article 

To get started with the New CCN 5P App you will need login credentials to access the back-end and iPad app

Some Helpful Videos to Get Started

Demo for the 5P App


5P App Webinar 


Tutorial for Editing Questions and Managing Assets in the Back-End


Example Answer Book


Guide for Folder Structure within the App

To download the First Pass Video Click Here 

To download the Answer Book PowerPoint Template Click Here 

To set up your Answer Book

  1. Login using your Username and Password
  2. Click on your Company Name
  3. Click on the Media tab and create a folder by clicking "Add Folder"
  4. Click on the new folder name and click "Add Media" 
  5. Now you should be able to browse your computer for the file you want to upload. You can select multiple files at once. Once selected hit "Upload" and the file(s) should be added to the folder
  6. Navigate back to the "Questions" tab and select the question you want to answer 
  7. The folder you just created should show up with the contents. Click on the folder and select the file to add it to the question 
  8. Hit the arrow to add the file and wait for confirmation 
  9. Repeat for every question you want to answer 
  10. Once done, you should see these answers within the app presentation 

To Set Up Additional Users

  1. Click on the Users tab 
  2. Click "New User"
  3. Fill out the required information 
  4. Make sure to make them an "Agent" and NOT a Company Admin 
  5. Hit Save 
  6. Have them login with these credentials to the iPad app and run the presentation to test it out 
  7. If you ever need to delete or add a Salesperson you can do so from that Users page