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 to do it on your own and at your own pace? Make sure to complete the ‘Agent Quick Start’ training which is available in KvCORE’s Learning Portal. It’s a very thorough option that you can start and stop as your schedule allows.
Get Real.
Remember that you don’t need to be an expert or know about every little feature in the platform to grow your business using its tools.
Choose 2 or 3 features to focus on and start there. As you get in the habit of using them over the month or so, you can begin to incorporate a few more features until KvCORE is running at full power for your business.
Here’s A To-Do List!
You’ve followed our 5-step prep prior to go-live, and have set aside the necessary time to learn about the system. AWESOME. Now, you’ve even got access. Even better!
Step #1 – Update Your Profile
While the majority of your personal information will sync from BHHS REsource Center, there are some important fields that don’t. Upon your first login, you’ll want to take care of the following, at bare minimum:
- Email ‘From’ Name
- Designations
- Daily Call Settings
- Email Signature
Step #2 – Download the Apps
Accessing KvCORE while on the go is important! You also don’t want to miss out on the super cool features contained in the Open House app. You’ll want to make sure that you download both, AND enable push notifications on each!
Please note – Our apps have been personalized! Make sure you download from the links below.
Step #3 – Enable Your Email Sync
Syncing your company Google/Gmail account to kvCORE can be a game-changer! It gives you the opportunity to sync your calendar, tasks, email, and contacts straight from Google to your Smart CRM and Dashboard.
It’s an easy process that can quickly positively impact your kvCORE experience.
But wait, there’s MORE! You have the ability to individually choose which portions of your Google date you’d like to sync… so cool!
Step #4 – Review Our Default Smart Campaigns
Because KvCORE includes some default automation, it’s important to understand how those campaigns work. To make sure you’re up-to-speed, take a look at the documentation we’ve created on this topic.
Step #5 – Got Contacts?
The heart of any CRM is the contacts stored within it. Take a look at the various ways in which contacts can be added to KvCORE. Have a list of contacts you’d like to add? We HIGHLY RECOMMEND that you take advantage of the KvCORE Lead Import team, who can help you upload them properly.
June 2023 transition note – Unless you’ve opted-out, your contacts from Cab Corner will automatically be transferred into KvCORE when the system goes live.
Step #6 – Setup Property Alerts
Let’s get those buyer searches up and running! Setting up property searches for your active buyers is key!
Track their activity, answer questions, and more.
Step #7 – Configure Your Personalized Domain
If you have a vanity domain that was pointed to your old website, it’ll need to be updated as close to go-live as possible.
Step #8 – Organize Your Contacts
To truly make the system work for you, you’ll want to make sure that your contacts are organized properly! Set aside some time to update your contacts to reflect their accurate Contact Status and Contact Type values.
It’s not only a recommended best practice, it’s also going to help you visualize your pipeline.