Team Admins - Sharing Leads vs Transferring Leads

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 owned leads.


Lead Ownership and how kvCORE assigns this ownership:


kvCORE assigns ownership of the lead based on how and where the lead was added to the system.

HERE is a great article that explains how to view ownership in the smart CRM and then what that means.


Team Owned Leads:

Team owned leads are leads that where collected and added to kvCORE via the team's kvcore addon website or through an API connection (Zillow, Realtor) set at the team level.
These leads will display the kvCORE team name in the "Owned By" Column in your Smart CRM.

These are leads, as the team admin of the kvCORE team, that you can manage and reassign to other agents connected to your kvCORE team addon.

It is important to note that unless your agents have their settings in their profile set to Private and Hide from Team, then you may see their leads as well. As the team admin you can still communicate with these leads while that agent's account is connected to your kvCORE team addon. 
What you will not be able to do is reassign or transfer ownership of the lead if they are owned by the agent (you will see their name under Owned By) and the agent wants their kvCORE account removed from your kvCORE team addon.

Sharing Leads vs Transferring ownership:


As a team admin understanding the difference is very important.

Sharing a lead -


This keeps ownership of the lead to the team. You can share a lead with an agent connected to your kvCORE team addon. This still allows you, as the the team admin, to manage this lead but now makes the lead visible to the agent (in their CRM) you shared the lead with.

If a member of your team decides to no longer have their kvCORE account connected to your team addon, any shared leads can be reassigned to other members connected to the team.

Here is a great KB by Inside Real Estate on how to share leads:   How to Share Leads

Transferring a lead -

If you choose to Transfer a contact to an agent this transfer ownership of the lead from the team to the agent.

When you transfer ownership of a lead to someone else, that person now owns that lead and has control over who works it and what happens with it. 

You may also lose the ability to view the lead if the agent has their settings set to private and hide from team.

It also means that if you transfer a lead to an agent on your team and they decide to leave the team the lead stays with them. eXp and IRE have no way of reversing this.

Is it not recommended that you "transfer" ownership of a lead unless you genuinely don't want to work that lead anymore or you have a specific agreement with the agent about what leads they will own vs the team.

What do I do if I accidentally transferred a lead instead of sharing?

Work with the agent you transferred the lead to, only they can transfer these back. eXp and IRE have no way of reversing this

It is important to note the Tech Support Team does not get involved in any Team or lead ownership disputes.

    • Related Articles

    • For Team Admins: How To Show Your Agent's Blog Posts

      This Is A Team Site Feature Only 1. Go To "Web & Idx" 2. Click "Edit Website Settings" 3. Toggle "Show Agent Website Blog Posts On This Site"

    • 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 ...

    • Getting More Information On the kvCORE Team Platform

      Interested in learning more about upgrading to the kvCORE Team Platform?  Excellent. 1. If you already have kvCORE, you can learn more by inquiring within the Marketplace of kvCORE. 2. If you don't yet have kvCORE, you can learn more about the Team ...

    • 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) ...

    • For Agents: Things To Remember When Being Removed From a kvCORE Team Account

      Being a part of a Team in kvCORE affects a number of things about your account. For that reason, when you leave a kvCORE Team and want to keep your kvCORE account with eXp, there are some things you should be aware of.  Being Removed From The Team ...