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Knowledge Base

Basic Setup (Mandatory)

This is what you need to do to connect Kunversion to your Google Account. If you do not have Gmail, please visit mail.google.com and set one up. If you are using Google Apps, you do not need to setup a Gmail account, you would just use your Apps account.

1. Calendar:  Log into Gmail, and click Calendar at the top.  After the Calendar page loads, click the "Gear" icon at the top right.  This will allow you to specify your timezone.  VERY IMPORTANT: If you have an Android phone make sure this is the same account that is setup on your phone. If you have an iPhone makes sure you install the Gmail App in iTunes to sync your mail.

2. IMAP: .While in Gmail, click the Gear icon at the top right, and then click on Settings.  Then navigate to the Forwarding and POP/IMAP Tab.

Settings is on the top right:settings.png

step7a.png

3. Sync Google Account Leaving Gmail open, open a new tab (this means you are logged into your Google account for this step, which is import.) Go to kunversion.com/agent. Log into your Kunversion account with the information provided in the Welcome email you recieved from us.

The first thing you will see is this page to allow access to your Google Account, be sure to allow access:

 

Next, you'll see this. Be sure to accept it as well:

 

Now, make sure you go through the setup Wizard. This will make sure everything is copasetic. For example, that you are syncing the correct Gmail account with your Kunversion account:

 

Now you're all set! If you want to, you can confirm Kunversion is setup on the following page in your Google Security settings, where you will see Kunversion in the list, along with probably your phone, computer, and other devices that are authorized to use your Google account:

 

 

Advanced Setup

These additional setup steps are highly recommended and will help you integrate into Kunversion easily.

1. Google Chrome

Google Chrome has many neat features that other browsers do not. So please download and install Chrome on your PC or Mac. After you install it do yourself a favor and get rid of Internet Explorer from your start menu and make Chrome your default browser. Don't worry...you can import all your bookmarks.

https://www.google.com/chrome

 

1a. Chrome Extension

Open Chrome, and go to the Chrome Extension store and grab the Kunversion plugin here (it's free). You must restart Chrome after this installs.  You'll find the blue circle Icon on the top right. Click on it to log into Chrome. Instructions on how to use the extension can be found here.

 

2. Kunversion App

You can download the Kunversion mobile app from iTunes or Google Play depending on your device! You can text leads, get updates on what your leads are doing, and manage Kunversion right on your phone.

https://play.google.com/store/apps/details?id=com.kunversion.link

https://itunes.apple.com/us/app/kunversion/id640118974?mt=8 

Available for AndroidAvailable for IOS

 

3. Klient App

Klient is a checklist/transaction management app that you can utilize for free with Kunversion. As soon as you mark someone as a "Client" in Kunversion, they are available to use in "Klient!"

Download Klient Here

FAQ/More Info on Klient

 

Dashboard Introduction

Additional Items For Turning Kunversion Up To 11

 

External Leads

Did you know you can import leads from ANY outside source directly into Kunversion in real time? No kidding! Just login to your agent dashboard and look in the footer. You will see an email that looks like import-agent-xxx@kunversion.com. In your other lead providers like Zillow or Trulia add this email to be cc'd on new lead notifications. Hot dang! You just simplified your life, no more double entry or extra typing.

 

Legal Document Signing with HelloSign

Google Drive aka Google Docs allows you to store and access files in the cloud. HelloSign works directly with Google Drive to allow your clients to legally sign any document from their PC, tablet or smartphone. You can even make templates for all your common documents like agreements and contracts and just send them to your clients to send digitally. Wow, things are really starting to look pretty dang efficient. Hello Sign is and will always be free so we highly recommend.

Click Here to Install

 

Sign Riders, Your New Smart Number, and Text Leads

Kunversion provides you with a smart phone number for generating text leads. This number can be found in the footer of your agent dashboard. The concept behind this number is that you can easily connect the offline with the online by pushing offline leads to your mobile application. Leads can text a MLS #, address or your subdomain to this number. We highly recommend that you change all your print marketing, sign riders, etc to take advantage of this feature. Check out our online store for signs and riders you can customize. Click Here for more detailed information on how this works.

 

Chat Support On All Your Websites

As you probably heard by now, we staff chat support for your website 18 hours a day 7 days a week. I'm sure you have been on other agent's website where you see that chat box in the bottom right but it always seems to say chat not available. With Kunversion you are ALWAYS available, even on your other websites that aren't ran by Kunversion. This tool generates 100's of property viewings each and every day. For more info on how to set up this chat support on your OTHER websites click Here. If you don't have any other websites, no worries Kunversion chat is installed automatically on your Kunversion website.

 

Now that you're setup...

here's a short list of things you need to know as a new user! Click here
 
 
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