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[kvCORE] Pond Accounts Overview & FAQ

Learn more about how a pond account works within kvCORE and best practices for using one… I'm an Admin. An Agent was in an Office with a particular pond. They've since been moved to a different Office that does not have access to that pond. Will the agent still be a part of the original pond?… I am not the Pond Admin or Appointed Agent. Will Smart Campaigns continue to run for leads I send to a pond?

[kvCORE - Admin] How to Create a Pond Account

Learn how to set up a pond account for your Office or Team… the pond will be automatically returned to the pond… Creating A Pond Account

kvCORE Spring '21 Release

Accounts Pond Accounts Overview [Inline Video] How to Create a Pond Account… Playbook Results & Quicksheet Overview How to Continue or Revisit a Playbook Pond

[kvCORE] Fall '21 Release

is added to the pond, an email is sent to the admin or pond owner The admin or pond owner also receives… When a new lead is added to the pond, an email is sent to the agents in the pond When a lead… Pond Notifications

[kvCORE] Duplicate Contacts & Lead Ownership

When contacts are moved to a pond by an Agent, ownership is given to the entity of the pond… Ponds… If a contact is transferred to an Office pond, ownership of the contact will be given to the Company

[CORE Marketplace] CORE Team Add-On Overview

Ability to Create Ponds… Team Admins are able to create and configure unlimited lead ponds, configuring each pond with different… Pond Accounts Overview - Inside Real Estate Team Admins are able to set metrics regarding how often

[kvCORE] How to Apply Mass Actions via the Smart CRM

Export Contact Send Voicemail(s) Send CORE Video(s) Print Address Labels Move to Pond

Minor Release Notes

Ponds: Warning modal added when transferring a pond lead out of a pond… April 12, 2024 Fixes Pond Accounts: Resolved several issues caused by attempting to filter… Resolved a minor issue with the daily Pond summary failing to send

[kvCORE] 2024 Smart CRM Enhancements

Pond Shows a drop icon if the lead has been added to a pond… profiles by adding the following columns to the Smart CRM: Phone Number Hashtags Pond… Hovering over the icon displays the pond name

[kvCORE - Admin] kvCORE Admin Overview

How to Create a Pond Account: Learn how to create Ponds for your Agents' use