Each day, you will receive an email from kvCORE summarizing your task items and calls.  Daily 'calls to make' are also displayed on your dashboard and in your mobile app dialer! These calls are triggered off of events that are set in Smart Campaigns, or from events that your contacts will trigger as they use your website (like if they saved a listing!).

For more information on the mobile app, click here.

How to Set Up Daily Calls

To set up your daily call parameters, access your agent profile settings from the dropdown menu. Then click 'Settings'.

Using these settings you can alter the number of calls the system wants you to make to contacts in your database. There will always be a reason for the phone call that you will see on your screen before you call them that the system is watching out for 24/7 on your behalf. The more calls you can handle, the better your conversion rate from leads into clients will be! Although the settings below can be adjusted, it's recommended that new Agents use the default settings.

Disclaimer: These are calls that are designed to be managed by the Agent and these are reminder calls that the kvCORE system DOES NOT make the call but the Agent does. The scheduled calls are a reminder for the agent to complete.

Frequently Asked Questions

Which contacts are daily calls created for?

By default contacts must fall into the following criteria:

  • Not 'Archive,' 'Closed,' or 'Contract' status.

    • This is the only criteria of the 3 that can be updated. You can add or remove which statuses you would like daily calls created for from the settings in your profile.

  • Not Unsubscribed.

  • Have a phone number.

What conditions must be true for a call to be created?

  • The contact may not have a 'missed' call that was previously auto-created as a daily call. Manually scheduled calls do NOT count towards this.

  • You must be below the limit for the maximum number of calls created already for the day. (This is configured here.)

What conditions (regarding the contact) trigger calls?

The system will iterate through the following rules until your daily call limit has been reached.

  1. Contact has triggered a behavior in the last 24hrs, and not been called in the past week

  2. Contact has viewed a property in the last 6 months, and not called in the past 30 days

  3. Contact was created in last 90 days, and not called in past 30 days

  4. Contact has never been called (prioritized by age), and not called in the past 30 days

  5. Contact has a rating of 3 stars or more and has not called in the past 30 days

  6. Contact has responded to a text and has not been called in the past 30 days

Related Articles

Agent Profile Setup

How to Configure Your Daily Calls & Tasks (Video)

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com

(Keywords: daily calls, calls, call creation)

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