How do I login?
There will be a link on My HNR Office. Additionally, there will be a link available through Reliance.
Will my old contacts be migrated over?
All previously existing contacts and leads will be available within the CRM.
How do I clean up or categorize imported contacts? Import additional contacts?
How to Import your Contacts
Click here for import spreadsheet
How to Categorize with Hashtags
How to Label your Contact Statuses
How should I use this crm differently than before?
This crm is specifically structured to facilitate conversation and connection rather than a 1-way digital marketing channel. To leverage the crm to its fullest ability ensure your contacts are complete, including first and last name, phone number, email, street address, birthday, home anniversary, and notes.
Can I access the crm on the go?
Yes, it is recommended to utilize the kvCore mobile app. Be sure to download your mobile app directly from your dashboard to have your app personally branded.
KVCORE FAQS
KVCORE FAQS
What are free lead generation tools available on the crm?
There are a variety of lead generation tools available within kvCore, including search alerts, market reports, smart campaigns, listing valuations, seller reports, behavioral automations, birthday & home purchase anniversaries, daily call creation, and more!
How do I connect my outlook calendar to the crm?
How to Sync your Outlook Calendar, Contacts, and Email Video
Do I have a kvCore website and how or when should I use it?
Yes, you have a kvCore website. Its primary function will be to covert leads generated through campaigns.
Are campaigns from old system automatically imported and running?
No, they are not transferable. Any prior campaigns can be recreated as Smart Campaigns in kvCore.
What campaigns will be available to utilize at launch? Will any be automated at launch?
There is a full library of campaigns available varying from holiday, home anniversary, lead nurturing, and more. Only new leads will generate automatic Smart Campaigns at launch.
What are Smart Campaigns?
Complete Guide to Leveraging Smart Campaigns and Behavioral Automation
Have Market Insights been moved over?
Market Insights will not be moved over. However, agents will have the ability to sign up or add any of their sphere to new Market Reports that include neighborhoods, areas, zip codes, schools, counties, and more.
KVCORE FAQS
Have Saved searches been moved over?
Saved searches will not be moved over. Agents will have the ability to create saved searches for their sphere and utilize kvCore’s behavioral automation to target their interests.
Will there still be a Company and Luxury Newsletters available?
Yes, agents will receive training to implement accordingly.
How will I receive communication from kvCore and will the sender receive an autoreply?
Agents will have the ability to receive notifications via email and text, and push notifications from the app. New leads will automatically receive a reply and be subscribed to a Smart Campaign designed to nurture the relationship based on their status.
Is there an autoreply or acknowledgement in an automated manner?
Yes, new leads will automatically set up on Smart Campaigns that nurture the relationship based on status.
What is the unique phone number located on my crm dashboard?
Click here for an overview of your Smart Number