The Quarterly Call plan allows you to be reminded quarterly to reach out to your Contacts while logging notes for those interactions.
To learn how to add a contact to this SmartPlan, follow the steps below:
1. Log in to agent.kw.com with your KW login credentials.
2. Click the Contacts icon, , on the left side of the page to access your contact list.
Adding a Single Contact to the SmartPlan
1. Click on the Contact that you want to add to the SmartPlan
2. Click the Add to SmartPlan icon or click the SmartPlans tab then click Add to SmartPlan.
3. A panel will come out from the right side of the screen, click the Add to SmartPlan icon,, for the Quarterly Call SmartPlan.
Adding Multiple Contacts to the SmartPlan
You may also add multiple contacts to Monthly Neighborhood Nurture SmartPlan.
1. Check the box beside the desired contacts
2. Click Select Bulk Action and select Add to SmartPlan.
3. A panel will come out from the right side of the screen, click the Add to SmartPlan icon,, for the Monthly Neighborhood Nurture SmartPlan.