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 an Agent to work. Agents may have a partner that needs to be shared on a client’s record. Lenders who have imported their book of business may wish to share some of the contact records with an Agent partner.
KvCORE’s Smart CRM streamlines the sharing and transferring process for both individual and multiple contacts allowing users to easily get all the contact information into the hands of the right person.
Sharing and transferring contacts can be done en masse from the main contacts list.
What Happens When I Share?
A new note will appear in the contact’s Timeline that logs the date and time that the contact was shared.
The recipient of the shared contact will receive an email from KvCORE notifying them of the new contact in their Smart CRM.
All communications sent to that contact from KvCORE will be branded to and sent from the agent who owns the contact, not the user it was shared with.
Sharing Permission Types
- View Only – Allows the person you’re sharing a contact with to access the contact record’s information and Timeline, but does not allow the shared user to edit any of the information.
- ‘View & Edit’ – Allows the shared user to access and edit all of the contact’s information in the left-hand column.
How Transferring Works
In most cases, you must be the owner of a contact in order to transfer the record to another user. System Admins do not have the ability to transfer agent-owned contacts, they can only transfer company-owned contacts.
Transferring a contact is permanent. The only way to regain the contact is for the other user to transfer it back to you.
What Happens When I Transfer?
A new note will appear in the contact’s Timeline that logs the date and time that the contact was transferred.
The recipient of the transferred contact will receive an email from KvCORE notifying them of the new contact in their Smart CRM.
All communications sent to that contact from KvCORE will be branded to and sent from the user it was transferred to.