|WARNING! You must comply with the Telephone Consumer Protection Act (TCPA) and any other federal, state or local laws, including for B2B (business-to-business) calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. For more information about the TCPA and DNC laws, visit https://www.kwconnect.com/page/industry-resource/dnc. Contact your attorney to ensure your compliance.|
When you import leads/contacts into Command, they all pull into your database marked as contacts. If some of the people in the list are leads, you will need to go into the Contacts applet and mark them as leads. You can do this easily using bulk actions, especially if you import them with a tag that shows who the leads are.
To mark a contact as a lead:
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Contacts icon, , on the left sidebar.
3. From the contact database, select the desired leads/contacts by clicking the checkbox beside their names, or click the checkbox next to the Name column to select all leads/contacts on the page.
If you only need to mark one contact as a lead, you can also click on an individual contact and click the checkbox beside Mark as Lead.
4. Click the Select Bulk Action drop-down menu and select Mark as Lead.