Your database is your business. It is important to build daily habits and to be very purposeful with how you communicate to both leads and contacts. Leads are people you have minimal contact information for. Communication is one-way, offer-based and focused on identifying their motivation. Contacts are people you have implied or explicit permission to have an ongoing connection with. It's focused on getting a response and beginning a relationship.
Command Contacts enables you to organize and keep track of all of your contacts and leads, with the most customization and flexibility as possible. We then sync all of these contacts and leads across all Keller Cloud applications, to make everything seamless.
To learn how to access and get a rundown of the Contacts app, follow the steps below:
1. Log in to http://agent.kw.com with your Keller Williams login credentials.
2. Click the Contacts icon, , on the left side of the page, to access your contact list.
Click Customize Columns, at the top right of your contact list, to customize the columns that appear in your contact list. Just deselect the checkbox for any column you don't need to see when looking at your list.
- To learn more about customizing columns in Contacts, click here.
Switch between the, mobile friendly, Card View and the, versatile, List View to find the best way to visualize your contact list.
Add a New Contact or Lead to your Command contact list.
Import your contacts, using the Command Contact Import Template.
- To learn more about the Command contact import process, click here.
When you want to Manage or Edit a Contact, find and select their name on your contact list.
- To learn more about editing a contact, click here.
- To learn more about managing your contact's timeline, click here.
When you select a set of filters, save the filter grouping as a Smart View. You can set an unlimited amount of different Smart Views to easily access, as you manage your database and build daily habits.
- To learn more about Smart Views, click here.
Use Filters to organize your contact list to fit your business. Use filters to switch between viewing All Contacts or Leads Only in your database. By segmenting leads and contacts, KW agents can now better organize and nurture their database from lead to close. Leads can be owned and assigned to help structure team databases, and once engagement occurs, leads can be switched to be contacts and worked in a more purposeful way.
Click the box next to any contact or set of contacts to use the Bulk Edit feature. Once at least one box is checked, you will see the bulk edit options appear above the First and Last name fields. Use the Feedback feature to suggest further additions to the Bulk Edit feature.
- To learn how to add tags to your contacts in this way, click here.
Leads will show with this symbol, , next to their name, in your contact database.