Team & Lead Routing Options w KVCore
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
VIDEO ::: Build Your Team w KVCore
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