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Add an Activity or Interaction to a Lead/Contact

Paul Polansky
Updated
  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.  


How do you track all of the conversations you have with your leads/contacts? Command allows you to systematically keep track of all of this in an easy, organized way. These activities will show up in your lead/contact's timeline and will be tracked through the Goals Report, in the Command Reports applet.

To add this information to your leads/contacts: 

Add an Activity to Multiple Leads/Contacts

1. 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.

contacts_bulk_select.png


2. Click the Select Bulk Action drop-down and select Add Activity.

contacts_bulk_activity.png


3. Complete the form:

  • Choose an Interaction Type using the drop-down:
    • Meeting
    • Call
    • Email
    • Text
    • Note
    • Mail
  • Select the date of the activity. Click in the Date field and choose from the calendar widget.
  • Enter a Description, or note about the activity.
  • If you select the note option, the title will not display more than 27 characters, in the contact timeline.
  • If you select the note option, the description must be shorter or equal to 2500 characters. If you add more than this, it will let you save, but won't actually post to the timeline.


4. Click Add Activity.

contacts_bulk_add_activity_form.png

 

Add an Activity to a Single Lead/Contact

1. Log in to https://agent.kw.com with your Keller Williams login credentials.


2. Click the Contacts icon , icon_contacts.png, on the left sidebar, to access your contact list.


3. Click the name of the lead/contact you want to manage.


4. At the bottom right of the contact details page, click the blue circle,contacts_interactions_icon.png.

contacts_add_activity_button.png


5. Above the blue circle, options will appear. Choose the Add Activity option.

contacts_add_activity_button_single.png


6. Complete the form:

  • Choose an Interaction Type using the drop-down:
    • Meeting
    • Call
    • Email
    • Text
    • Note
    • Mail
  • Select the date of the activity. Click in the Date field and choose from the calendar widget.
  • Enter a Description, or note about the activity.
  • Check the Has Responded checkbox, if you connected with the contact. This will take the contact off of the 8x8 SmartPlan, if they were on it, and you can now add them to a more personalized touch plan, based on their needs.
  • If you select the note option, the title will not display more than 27 characters, in the contact timeline.
  • If you select the note option, the description must be shorter or equal to 2500 characters. If you add more than this, it will let you save, but won't actually post to the timeline.


7. Click Add Activity.

contacts_bulk_add_activity_form.png


You will now be able to track all of the notes and activities for your contact, in the contact timeline.

contacts_added_activity_in_timeline.png

 

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