Importing your existing leads

• 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 To Toggle Whether A Lead Is Required To Enter A Phone Number

  To change whether someone registering on your site is required to enter a phone number, visit the "Mandate Phone" portion of your site settings. Before you change anything, it is recommended that you read this article for more information on ...