MANAGING CONTACTS
Your contacts are now in kvCore - yay! Here are some IMPORTANT things you should know about managing them moving forward.
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#1 CONTACT STATUS
This refers to where the contact is in your pipeline. They are great indicators of what stage a contact is in and what they need from you as a real estate agent. There can only be one contact status for a contact at a time.
> SPHERE
Contacts you know, who may or may not be searching for real estate.
> PROSPECT
Contacts you've met or have information for, who you want to convert into a real estate lead. They are not actively searching right now, and your efforts are directed towards getting them to do so.
> NEW LEAD
Contacts who have signed up on your website, either from an ad or some other lead source, such as an email import.
> ACTIVE LEAD
Contacts who are actively returning to your website to view properties. Leads who respond to communication who have not responded before will automatically default to active status when they respond the first time (if not within the first 2 minutes of the lead's creation in the CRM).
> CLIENT
Contacts you are actually working with, and showing homes, etc.
> CONTRACT
Contacts who are in the buying or selling transaction process. **If a transaction management system is integrated with kvCORE (ex. Skyslope, or DocuSign) and a contact matches, their status will automatically update and indicate that they are tied to an existing transaction.**
> CLOSED
Contacts who have completed a transaction. **If a transaction management system is integrated with kvCORE (ex: DotLoop, Skyslope, or DocuSign) and a contact matches, their status will automatically update and indicate that they are tied to an existing transaction.**
> ARCHIVED
Contacts you don't intend to work or communicate with. Moving a contact to this status will unsubscribe them from any further automated communication.
#2 CONTACT/LEAD TYPE
A database isn’t useful if you can’t do anything with it. In order to be useful, you’ve got to know what you have and be able to easily act on that. kvCORE offers multiple ways for you to view and easily segment your database.
This refers to the type of contact that you are working with regardless of where they are in the buying/selling process, and can also be referred to as deal type.
Because a seller lead can turn into a buyer after their sale closes and a fellow agent could need your help with a home purchase of their own, each contact in your Smart CRM can have more than one lead type as necessary.
THERE ARE 5 LEAD/DEAL TYPES:
> BUYER
> SELLER
> RENTER
> VENDOR
> AGENT
A BIT ABOUT HASHTAGS FOR CONTACTS
Hashtags are kvCORE's version of labels within the Smart CRM. They can be used to organize your contact list for quick filtering and communication, trigger one or more additional actions within kvCORE, and more.
There is no limit on how many total hashtags (labels) you are able to create within your kvCORE account or how many you apply to an individual contact. They can be manually created or set up to automatically apply to specific contacts, like New Leads, as they are added to your Smart CRM.
Most users will view their hashtags within the Smart CRM. Contacts with hashtags applied will display those labels right under their name when viewing the contacts table in the Smart CRM.
It is common for Agents to use hashtags to label their contacts with their search preferences, financial status, and "warmth level" (like #HotBuyer or #ColdLead) for future communication efforts. You may also wish to use hashtags with property addresses to label any open house leads you generate, like #123MainStOH (OH stands for Open House).
You can filter for #Pool or #TwoBeds to send out an open house or new listing announcement for a property matching those contacts' criteria. You could also send out a newsletter or other engagement-type communication to contacts with a #ColdLead, #Dead_Prospect, or #PTA label to begin a conversation with them.
KVCORE SUPPORT
KVCORE SUPPORT
Live Chat
Click on the blue bubble in the bottom right corner of your kvCORE dashboard.
Monday - Friday: 6am - 5pm PST
Saturday - Sunday: 9am - 3pm PST
Email Support
Get in touch with the kvCore support team via email.
kvcore@insiderealestate.com
Monday - Friday: 6am - 5pm PST
Created for our agents of Berkshire Hathaway HomeServices Troth, REALTORS®
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