This article will help explain how the kvCORE system assigns ownership to a lead and how that would affect you.
kvCORE assigns ownership of leads depending on how and where the lead information was captured before adding to an agent's CRM
How to check
This is something you can view in your Smart CRM. There is a columns button that allows you to display additional information regarding the leads in your smart CRM.
Agent = who the lead is assigned to
Owned by = Where the lead originated and who is owner of the lead.
Types of Lead Ownership and what that means
Company:
The lead registered on an eXp Corporate site or called the smart number connected to a eXp Realty kvCORE corporate site.
eXp Realty as a brokerage does not reassign ownership of these leads.
This ownership assignment is a product of the round robin rules set at the corporate sites and the smart numbers attached to the corporate site.
All this affects is that you can not delete these leads, they have to be archived.
Team Name:
The lead registered on a teams kvCORE team addon website or through an API connection that is set up at the kvCORE team addon level.
If your agent account is currently connected to a CORE Team Add-On you may see leads with the team name in the "Owned By" column and your name in the agent column
Team Admins for the CORE Team Add-On have the ability to view and manage any leads that are owned by the Team.
This includes reassigning leads to a different agent connected to the team, transferring ownership of the lead to an agent, assigning campaigns, set listing alerts or communicate with the lead through the kvCORE system.
You as the assigned agent do not have control over this.
Team Admins - This is why it is important that you do not transfer ownership of any team owned leads unless you are okay with losing control of the lead.
If your agent account is no longer connected to a CORE Team Add-On and you have leads in your CRM still owned by the team please work with that team's admin to either have them transfer ownership of the lead to you or for you to assign it back to the team admin.
As an agent, if you request an export of your leads from your smart CRM, team owned leads will not be included. Only leads owned by you.
So it is important that if you and the team admin have an agreement that you are to have ownership of any leads that you get it taken care of in case you need an export.
Agent Name:
Any leads registered on an agent site or was connected to an agent's CRM via an API connection (Zillow, Realtor.com) or any other type of direct link, import or registration that is specific to only the agent regardless if connected to a team or not.
Do not transfer ownership of your leads unless you are okay with no longer having access.
If you just wish to provide access to another agent without losing ownership kvCORE has a great article on how to share leads HERE
If a lead has been shared with you by another agent and then is removed from your CRM, this just means the owner of the lead has decided to no longer share with you. You will no longer have access to the lead and it will no longer display in your Smart CRM.