by admin | Jun 10, 2024 | kvCORE - Contacts
Whether you are an Admin, Agent, or Lender user there will be situations that require sharing or transferring contacts from your Smart CRM so that a different user has access to that contact’s record. Admins may need to reassign Company-owned leads from themselves to...
by admin | Jun 10, 2024 | kvCORE - Best Practices, kvCORE - Contacts
A database isn’t useful if you can’t do anything with it. In order to be useful, you’ve got to know what you have and be able to easily act on that. KvCORE offers multiple ways for you to view and easily segment your database. Lead Type This refers to the type of...
by admin | Jun 10, 2024 | kvCORE - Contacts, kvCORE - System Intro
You should definitely get to know one of the screens within kvCORE that you’ll be accessing most often, and that’s the contact record! Profile Details This tab is where the contact record’s pertinent information is stored. This includes their address, partner...
by admin | Jun 10, 2024 | kvCORE, kvCORE - Contacts, kvCORE - System Intro
Here’s a quick look at your Contact List within KvCORE. And a preview of what contacts will look like, once some have been added. FILTERING CONTACTS One of the features you’ll use most on this page is filtering. Filters will allow you to easily drill down to just the...
by admin | Jun 10, 2024 | kvCORE, kvCORE - System Intro
Your KvCORE Dashboard is the hub of the system and where you land every time you login. It contains a menu that allows you to access all of the system’s features and sections. There’s also important links and information available here! Here’s a quick tour: #1...
by admin | Jun 6, 2024 | kvCORE, kvCORE - Getting Started
It’s everything you need, all in one place. BHHS Connect, powered by KvCORE, is an all-in-one productivity platform and CRM. It features an industry leading CRM, your agent website, listing management, marketing automation, lead generation, and much more....
by admin | Jun 6, 2024 | kvCORE, kvCORE - Getting Started
Reserve Time To Learn. You HAVE to block off time in your calendar to learn. Just do it. You’ll thank us later… Do you learn better live? Attend some of our pre and post-launch training webinars, times and topics are listed on the company calendar. Prefer...
by admin | Jun 6, 2024 | kvCORE, kvCORE - Getting Started
Where you are in your real estate career may affect your approach to this impressive new tool. Here are some suggestions for what you can focus on based on where you are in regard to developing your business and what your goals may be. New Agents FREE Lead Gen tools...
by admin | Jun 6, 2024 | kvCORE, kvCORE - Getting Started
If you haven’t already, make sure to download BOTH related apps on your mobile devices, including tablets. This will ensure you can stay connected on-the-go and make the most of your upcoming open houses. You can view your contact’s activity, any new...
by admin | Jun 6, 2024 | kvCORE, kvCORE - Agent Website, kvCORE - Getting Started, kvCORE - System Intro
The information listed in your profile in KvCORE is extremely important! It controls your contact information on your agent website, marketing materials, and more. The good news? We’ve got a sync in place from BHHS REsource Center that will help you keep things...
by admin | Jun 6, 2024 | kvCORE, kvCORE - Data Feeds, kvCORE - Getting Started
Syncing your Outlook account to KvCORE can be a game-changer! It gives you the opportunity to sync your calendar, tasks, email, and contacts straight from Outlook to your Smart CRM and Dashboard. It’s an easy process that can quickly positively impact your...
