KvCORE Training: Account Setup & Contacts

This KvCORE Training session will review:

• Your Profile
  • What syncs
  • What to add manually
• How to download the apps
• Enabling Google/Outlook Email Sync
• Lead Settings
  • Vacation/Holiday Settings
• Dashboard & Activity Stream Review
• Adding an Unengaged Lead Filter
• Contacts
  • Adding & Editing Contacts
  • Bulk Import – KvCORE Service
  • Organizing your contacts
    • Contact Status
    • Contact Type
    • Hashtags
    • Company Hashtags
  • Setting up Search Alerts
• Lead Validation

This will be hosted as a WEBINAR on Microsoft’s Teams Platform. Here’s your information to access the session. The meeting link will be the same for all sessions!

Microsoft Teams meeting info:

Click here to join the meeting

Meeting ID: 275 778 928 663
Passcode: 4g6V3J

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