All agents now have the ability to utilize lead management in Command to apply Auto-tags and to auto assign to Smartplans, when a new lead comes in to your personal Command account from an outside source. That means, if you get a lead from your website in the middle of the night, you can tag the new lead and put them on a lead follow up SmartPlan without even waking up.
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The lead source you select in a lead rule determines which rule applies to specific incoming leads. If you create two separate rules, which include the same lead source (keep an eye on this especially if you use the Select All toggle, in the Lead Source section), both rules will apply to that incoming lead. The system won't duplicate anything, in this situation. It will not add the same tag twice, nor will it add the same lead to a SmartPlan twice. The biggest thing to watch out for is if it adds the lead to two separate SmartPlans, at the same time. |
To create a lead management rule for incoming leads in Command:
1. Log in to https://agent.kw.com with your KW login credentials.
2. Click your Name in the top right corner, and then select Settings.
3. On the left side of the page, click Command Settings, then Contacts, and select Lead Management.
4. At the top right of the page, click Create Rule.
5. Name the lead management rule in the Rule Title field.
6. Select the lead sources you want associated with this rule.
- Each lead rule is tied so a specific list of lead sources. Start typing, in the field provided, and select the specific lead sources you want to add. You can add as many lead sources as you want, in this way.
- You can also use the Select All toggle, if you want to add every lead source to the route.
- Lead sources you select will show below the Lead Source box, click the X, on that lead source, to remove it from the list.
7. Finally, you have the ability to use the Auto-tag and Auto Assign to SmartPlans features. Click Create Rule when ready.
- If you want leads sent through this lead route to have a tag automatically applied to them, use the drop-down to select the tags you want applied. You can create new tags in this way, if it hasn't already been created.
- If you want leads sent through this lead route to be automatically added to a SmartPlan, select the SmartPlan from the drop-down.