Deleting & Archiving Contacts

Deleting & Archiving Contacts

There may be contacts in your Smart CRM that are not useful anymore or possibly don’t have valid information. It is in your best interest to manage your contacts and to do this you may need to delete, or archive, them. You have the ability to delete contacts so...
Creating Mailing Labels

Creating Mailing Labels

Yes! It can be easily done in KvCORE. Just filter to the contacts you’re looking for, and then export to a PDF which can then be printed on label sticker sheets. KvCORE’s mailing labels are sized for Avery 5160 labels. If you need labels in a different size, export...
Sharing & Transferring Contacts

Sharing & Transferring 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...
Staying Organized

Staying Organized

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...