30 articles
[kvCORE] Importing & Exporting Your Contacts
[kvCORE] 3 Ways to Add Contacts to kvCORE
[kvCORE] Contact Record OverviewLearn how to navigate contact records in your Smart CRM and use it to store your conversations, notes, and more!
[kvCORE] Contact Statuses OverviewLearn about Contact Statuses in kvCORE
[kvCORE] Lead Types OverviewLearn how to use lead types in conjunction with automated triggers and how they differ from contact statuses.
[kvCORE] Contact Sources Overview & FAQLearn more about the different contact sources in kvCORE and how to use them effectively.
[kvCORE] How to Manually Add a New ContactLearn how to manually add contacts to your kvCORE Smart CRM with an email, phone number or physical address.
[kvCORE] How to Archive or Delete Your ContactsLearn how to delete or Archive contacts in your kvCORE Smart CRM.
[kvCORE] Smart CRM Lead FiltersLearn how to utilize filters in your Smart CRM
[kvCORE] Hashtags Overview & FAQLearn more about what hashtags are and what they can be used for when organizing and automating your book of business.
[kvCORE] How to Create & Apply HashtagsLearn more about how to easily create hashtags within your kvCORE account to use as labels for further contact organization and filtering.
[kvCORE] Hashtag ManagementLearn how to view, edit, and manage your hashtags in bulk.
[kvCORE] How to Share or Transfer a ContactLearn how to easily share or completely transfer a contact from your Smart CRM to another user in your kvCORE account.
[kvCORE] How to Apply Mass Actions via the Smart CRMLearn more about the More Actions dropdown menu in your Smart CRM & applying mass actions to your contacts.
[kvCORE] Mailing Labels OverviewLearn more about kvCORE's mailing label feature and how to export contact addresses.
[kvCORE] How to Create Task RemindersLearn more about keeping yourself accountable and on track by using tasks in kvCORE.
[kvCORE] How to View and Complete Task RemindersLearn more about where you can find and check off tasks that you or your Admin created in kvCORE.
[kvCORE] Pond Accounts Overview & FAQLearn more about how a pond account works within kvCORE and best practices for using one.
[kvCORE] How to Edit and Delete Task RemindersLearn more about how to adjust task reminders you have created in the past.
[kvCORE] Contact Validation OverviewLearn about kvCORE's automatic contact validation.
[kvCORE] How to Merge/Combine ContactsLearn how to combine two contacts into one profile in your Smart CRM.
[kvCORE] Duplicate Contacts & Lead OwnershipLearn more about Contact Ownership and Lead Duplication.
[kvCORE] Lead Star Rating System Overview & FAQLearn more about automatic and manual contact ratings.
[kvCORE] Attaching/Uploading Files To ContactsLearn more about adding files to your contacts in the Smart CRM.
[kvCORE] Basic Email Editor OverviewLearn more about the various email editing options within the basic email editor.
[kvCORE] Advanced Email Editor OverviewLearn how to use the Advanced Email Editor to design professional emails.
[kvCORE] How to Mass Email & Text Your ContactsLearn how to send mass emails and texts to your contacts.
[kvCORE] Sending Emails to Your Contacts OverviewLearn more about the various ways you can send an email to your contacts within kvCORE.
[kvCORE] AppointmentsLearn how to set and schedule appointments for your leads within kvCORE!
[kvCORE] Smart CRM Quick Guide