Share Routing Team

Team & Lead Routing Options w KVCore

TEAM & LEAD ROUTING OPTIONS


When it comes to routing leads to other agents you have two options.

1) Get the KVCore Team Add-On
2) Share/Transfer leads with other agents.

The team add-on allows you to control a team within one KVCore account and automatically have leads routed to agents on the team.


Sharing or Transferring leads is a manual process but it’s the free option. You can share a particular lead with another agent so the other agent can view the lead in their own KVCore platform.


Here is more information about both options.


1. TEAM PLATFORM (add-on)

Article About Team Add-on:  https://help.insiderealestate.com/en/articles/3317394-core-marketplace-core-team-add-on


Configuring Lead Routing

https://help.insiderealestate.com/en/articles/3317750-kvcore-how-to-configure-lead-routing


Add the Team Platform in your KVCore Marketplace



2. SHARE OR TRANSFER LEADS

Video : Share or Transfer Leads


Quick Info

Select the gray box next to the lead(s) you want to share > click More Actions (towards the middle of the page) > click either

1.Transfer Contact(s) - this will give the contact to anther agent and will delete contact from your CRM, you will no longer have access to that lead or

2. click Share Contact (s) - this has 2 options, Option 1- View Only - that agent can just look at leads, can't edit or change anything Option 2- View/Edit- that agent will be able to edit/change the contact info. Whatever that agent updates in the lead's info, it will also update that info on your end as well



Here is another great video on building & managing a team
VIDEO ::: Build Your Team w KVCore


Happy Home Selling!

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