YOUR CONTACTS

Contacts are a main pillar of kvCore's platform! Let's talk about how to get your contacts in and then we will cover how to manage them.

IMPORTING CONTACTS

You should have your contact list prepared, so let's talk about getting them into kvCore. When importing contacts into kvCORE, you have two options: let them handle it for you to save time and avoid incorrectly importing your data or import the contacts yourself to retain full control over the process.

We recommend you take advantage of the kvCORE team who are experts at importing data. You can even schedule a call with them prior to completing your import so you can review your file and ask questions about what will happen upon import.

Here is a tutorial video on how the two import options work with kvCore: youtu.be/br6q9vwDG9o 

Once you have your data prepared, complete the "Let Us Handle It Import Request Form" linked below. Here are some notes on how to complete that form. 

• YOUR INFORMATION:

  • • Enter your Name and your HCREGA.com email address, this is how the lead import will find the correct account.  (Do not put your personal email address here.)

    • You are an Agent.

    • In the United States.

    • You want the leads assigned to you.

    • You own the leads.

• IMPORT PREFERENCES: 

  • • Lead Status

• Choose 'my spreadsheet has my preferred status for each contact'.  Provide the column name, i.e.: "Status"

OR

• If you do not have a column in your sheet choose just "Sphere".  Unless your data is just clients. 

• Hashtags

• Choose "Yes, the hashtags are in my spreadsheet."  Provide the column name i.e.: "Hashtags"

OR 

• Choose "No" or you can tag them all with one hashtag eg:  "leadsfromdotloop 

• Deal Type 

  • Choose "This is a column in my spreadsheet."  Provide the column name i.e.: "Deal Type"

OR 

• • If you do not have a column in your sheet choose just "Buyer|Seller". You can change this later. 

• Automation Preferences

  • Answer "NO" to these to start. You can setup Smart Campaigns once you are in. 

CONNECT 3RD PARTY LEAD SOURCES

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 controls for this functionality are available within the "Lead Dropbox" section of your "Lead Engine". This can be just as important as importing your database! It helps to take the pressure off of you to respond instantly since kvCORE will do that for you.

Are you a team leader? You will have the ability to select an integration key for your team, or yourself as an individual.