In Command, you can import a list of contacts, but sometimes you just need to add one or two. It's easy to add a lead/contact in Command, and you will get additional control over adding/creating custom fields that you can't get when importing. Keep in mind, you can also add leads/contacts using the Command App.
- Learn how to import multiple contacts into Command.
- Learn how to add a lead/contact using the Command App.
To add a single contact in Command:
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Contacts icon, , on the left sidebar.
3. Click Add Contact, at the top right of the page.
4. Enter any information you wish into the "Add to Contacts" form. If you wish to enter in additional information when creating the contact, open the additional sections that appear at the bottom of the form (Additional Contact Information, About and Other) which each contain extra fields you can utilize.
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If you are adding a lead, check the Mark as Lead checkbox, under the Lead Source field.
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- Leads are people you have contact information for, but haven't connected with yet. Communication is one-way, offer-based, and focused on getting a response and beginning a relationship.
- Leads are people you have contact information for, but haven't connected with yet. Communication is one-way, offer-based, and focused on getting a response and beginning a relationship.
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- Learn more about the fields in the Add Contacts modal.
- You can also add custom fields to meet the needs of your business and how you prefer to grow relationships with your clients.
- Learn more about adding custom fields to contacts.
5. Click Create, at the bottom of the form, when finished.