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...
In KvCORE, when new contacts are added, you can request data validation on the info that is created or entered into the system. This will check things such as name, email, and other contact info to cross-reference it with thousands of online...
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...
Why is this important? In a nutshell, your time is valuable. Why not make the most of a system which works for you? Syncing your 3rd party lead sources into KvCORE means that the system’s automated nurturing actions will be applied. Settings and...
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...
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...
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...
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...
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