kvCORE - Smart CRM
Lead Ownership in kvCORE
kvCORE assigns ownership of leads depending on how and where the lead information was captured before adding to an agent's CRM How to check This is something you can view in your Smart CRM. There is a columns button that allows you to display ...
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 ...