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...
by admin | May 7, 2024 | kvCORE, kvCORE - Getting Started
Within your profile settings, you have the ability to opt-out of receiving company-generated lead assignments. There are two options, which you can choose to adjust or enable at any time. Lead Routing If you’re heading out-of-town, update your lead routing...
by admin | May 6, 2024 | kvCORE, kvCORE - Getting Started
We have chosen to enable two settings within the platform that will ensure that your data remains just that – YOURS. Lead Duplication Allows the same contact to exist in multiple accounts. Driving web leads? You can rest assured that your leads will always be...
