Profile Basics

Agent profile details can be accessed by clicking on your login email at the top right corner of the Dashboard and then clicking on 'My Profile'.

In your kvCORE profile, you can edit basic profile information, such as your contact info, Agent bio, profile image, and email signature. To make these changes, click on the 'Edit' button.

Remember to Save when finished! 

Agent Account Settings

Once you've gotten your basic profile setup, you can access more advanced settings by clicking on the 'Settings' button in your profile. These options allow you to set Lead Routing and Daily Call rules specific to you. 

Here, you can enable Lead Privacy, set yourself to 'away' in Vacation mode, adjust your Daily Call Creation settings, and mark 'off' days for specific Holidays. 

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