With team functionality in Command, the Ownership field is extremely important. Ownership denotes who can take the lead/contact with them if they leave the team, as well as who has the ability to delete or export the lead/contact.
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Don't confuse the Account field with Ownership. The Account field determines whether you will work your personally-owned leads/contacts in the team or personal Command account. You can work your personal leads/contacts in the team Command account, and still retain ownership. A lead/contact must be in the team Command account, if you want to give ownership of a lead/contact that is in your personal Command account to the team. You must first change the Account field for that lead/contact to the team. Once that is done, follow the workflow to transfer ownership.
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Anyone on the team can change the ownership of their personally-owned leads/contacts to the team, which will mean that the agent can no longer take that lead/contact with them, if they leave the team. On the inverse, a Rainmaker (or an associate with Unlimited permissions) has the ability to take a team-owned lead/contact and give ownership to any agent on the team.
To learn how to change the ownership of a lead or contact, follow the steps below:
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click your name, at the top right of the page, and ensure that your team is selected, not your personal account.
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3. Click the Contacts icon, 
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Transfer Ownership of a Team-owned Lead/Contact to a Team Member |
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Only team members with Unlimited or Enhanced permissions can do this. |
1. Find and click the name of the team-owned contact/lead.
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2. At the top of the lead/contact record, click the three dots and select Update Ownership.
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3. Select the agent you want to give this lead/contact to, then click Choose Account.
This will keep the lead/contact in the team Command account, with them as the owner.
| Release Ownership of a Personally-owned Lead/Contact to the Team |
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Only the owner of the lead/contact has the ability to transfer ownership of a lead/contact. The Rainmaker does not have access to give your leads/contacts to the team. A lead/contact must be in the team Command account, for you to be able to release ownership to the team. |
1. Find and click the name of the agent-owned contact/lead.
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2. In the Account section of the lead/contact record, you will see who owns the lead/contact. If you are the owner, click Release Ownership.
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3. A confirmation screen will appear, click Release Ownership.
That lead/contact will now be team-owned, but you will be the primary assignee.
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