The activity stream is the first page you see when opening kvCORE. It's located on the dashboard, in the 'activity' tab.

The activity tab shows a stream of events that are matched to the activity of your contacts in kvCORE.

If you click on a contact's name, it will open their details page and the same activity will be reflected on their timeline, along with your notes and other details.

The top left of the activity stream gives you basic filtering options for you to narrow down to a type of activity, if desired. 

The first drop down menu allows you to select a scope. For example, if I am a company admin and only want to see the activity for a particular office, I can use this menu item to narrow the scope of activity to just that office.

The drop down menu that reads 'All Activity' allows you to limit the type of activity to only show Texts, Emails, Leads, Questions, etc.

The gray buttons are shortcuts. So, instead of choosing an activity type from the drop down menu, you can click a button.

The difference between the buttons and the activity type drop down menu is that not all activity types are connected to buttons, only the most popular ones.

Activity Types You Can Select

These are the available filters you can select from the activity drop down menu/filter.

1. Property Views

Property views display some pertinent information on the tile.

  1. Contact's name.
  2. Time since property was viewed.
  3. How many times this property was viewed by the contact on a desktop computer/laptop.
  4. How many times this property was viewed by the contact on a mobile device.
  5. Property address.
  6. Property picture.
  7. Actions: Send contact an email, initiate a phone call, or send a text.

In the case where there is a 'fire' icon on the property photo, it indicates a hot lead.

A hot lead is someone who has triggered 4 or more behavior alerts.

If a contact is not a 'hot lead' and they 'favorite' a property, the heart icon will border the listing photo.

2. Questions

Questions and showing requests that capture new leads will generate a unique email notification. The subject of the email will say: New Lead w/ Showing Request - [Lead Name], or New Lead w/ Question - [Lead Name].

Questions may be asked by contacts via your kvCORE website. Whenever they are viewing a property, there is a call to action where a question may be asked.

After they fill out their question into a form, it generates a 'Question' tile in your activity stream.

  1. Contact's name.
  2. How long ago the question was submitted.
  3. Address of the property the question references.
  4. Question contents.
  5. Answer button to reply to question.

Clicking the answer link will bring up a form to reply with. Simply type in your response and click send.

Once you have done so, the link will be marked as 'Answered.'

3. Showing Requests

Questions and showing requests that capture new leads will generate a unique email notification. The subject of the email will say: New Lead w/ Showing Request - [Lead Name], or New Lead w/ Question - [Lead Name].

 Showing requests are similar to questions in the sense that they are sent via your kvCORE website, using the 'Go Visit This Property' button on your kvCORE website.

After they fill out the request form, a 'Requested Showing' tile is created in your activity stream.

  1. Contact's name.
  2. Time elapsed since request.
  3. Address associated with request.
  4. Respond to request.

Clicking 'Respond' displays the response form.

  • MLSID - ID of the listing.
  • Date - Date which they would like to visit the property.
  • Waiting - Date the request was sent to you.
  • Question - Their message associated with the request. The message 'I'd like to see...' shown above is the default pre-filled message.
  • Does This Date Work? - Choose if the requested date will work or not. You can cancel the request, reschedule, or agree with the date.
  • Your Response - Enter a message to accompany your intent. If the contact has a phone number it will be texted. Otherwise, an email will be sent.

After clicking 'Send Response' the message is sent. The next time you look at your activity stream the showing request will not be visible. If you open the lead to review their timeline, the text or email and intent you specified will be shown as two separate simultaneous events..

4. Valuations

Valuations are potential home sellers who have attempted to get an automated valuation of their property on your kvCORE website. How this works in detail is explained here.

When a valuation is received, it is added to your activity stream. '

  1. Contact's name, email, or property street address. (Depends on what information was gathered.)
  2. Full property address.
  3. Time elapsed since valuation was generated.
  4. Email/Call/Text link to contact the requester. Note that unless you captured an email address, valuation leads that are only a street address will have no real email, so the best way would be to contact them by mail, possibly using a webhook in a smart campaign. If you captured a full lead with a phone number, you will also see links to call or text as options.

5. New Leads

New leads are generated from various sources and sent to your kvCORE website or delivered to your kvCORE database via API or other software. They could also have come from advertisements using your website, or you may also get them from lead routing via your office/team/company websites. They specifically have the status of 'New Lead.'

Whenever a new lead is captured or delivered, you are notified as usual, and a new lead tile is also generated in your activity stream.

  1. New lead's name.
  2. How long ago they were created.
  3. New lead type (buyer, seller, renter.)
  4. Source.
  5. Notes from the source, or details captured on your kvCORE website when they registered.
  6. Shortcuts to email, call or text that new lead.

6. New Texts

Text messages are typically received by your kvCORE smart number. If you're leveraging the automation that kvCORE offers, you will commonly see these responses in your dashboard. Additionally, if your smart number sends you a text notification, it will also show in your activity stream. These text messages are displayed in the following format:

  1. Contact's name, number, or your smart number.
  2. Time elapsed since text was received by your smart number.
  3. Contact information telling you who sent the message at what time.
  4. Text message contents.
  5. Button to send text message response.

7. New Emails

The emails that you receive within kvCORE are going to be one of two things.

  1. An email response from a contact to a message that was sent from within kvCORE.
  2. An email response from a contact that is synced to kvCORE from your Google or Microsoft account.

These emails will show on the contact's timeline, as well as in a tile on your activity stream:

  1. Contact's name.
  2. Time since email was received.
  3. Email subject.
  4. Email message/body.
  5. Link to open full email. If you are synced then it will open the email in Google/Microsoft.
  6. Link to reply to email from kvCORE.

8. Email Events

  1. Lead Name.
  2. Email Opened or Clicked Through.
  3. Time thee Email was Viewed.

9. Hot Leads

With the hot leads filter selected, any combination of the other tiles shown above may display. The tiles will be limited to showing your contacts who have generated 4 or more behavior alerts in kvCORE. Behavior alerts are automated actions like messages that may be sent when a contact does something interesting.

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