TEAM & LEAD ROUTING OPTIONS

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

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.

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

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