Importing your existing leads

Importing your existing leads

There are a few ways you can import your existing leads into your kvCORE system


Here are some guides and resources on how to get this accomplished.


CSV File

Inside Real Estate Guide to importing leads via a CSV (DIY or through their Lead Config Team)


Google or Outlook/Office/Microsoft account Contacts

How To Sync Your Microsoft/Office 365 Account To kvCORE 

How To Sync Your Google/GMail To kvCORE


Zapier Integrations

How to Configure Zapier for Lead Capture


    • Related Articles

    • How To Make Your Leads/ Contacts "Private" in kvCORE

      In kvCORE, you can make your leads "Private". It's important to note that, with kvCORE, Agents cannot see your leads. Your leads are yours and they are not shared with other Agents unless you are on a Team. You can, however, make your leads private ...
    • How To Adjust HOW/WHEN You Get Alerted About A New Lead

      To adjust how you receive alerts on new leads, you'll need to adjust lead routing: 1. Click Dropdown In Top Right & Click "Lead Routing" 2. Click "+ New Rule" To Create A New Rule Or Click "Edit" To Edit Existing Rule One Rule We'd Recommend Creating ...
    • Team Admins - Sharing Leads vs Transferring Leads

      As the admin or team leader of a kvCORE team addon you have the ability to manage any leads that are owned by the team. Your kvCORE account does need to have the administrative role assigned for the kvCORE team addon to have access to manage team ...
    • Should I Require Leads To Input Their Phone Number?

      Whether to require a phone number is always going to be a business decision based on your needs. That being said, it is important to understand potential ramifications of requiring a phone number When working internet leads, it can be easy to sit ...
    • How do I get rid of the "We're Hiring" kvCORE page?

      Getting Rid of The Page To get rid of the "We're Hiring" kvCORE page, simply follow these steps: 1. Visit the Dashboard of your kvCORE platform 2. Click "Web & IDX" 3. Click "Edit Website Settings" 4. Find the "Hide We're Hiring Link" Toggle 5. Click ...