With the team Command account, what you can export depends on who the owner of the lead/contact is, and your permission level, in the team Command account:
- Team Owned - only associates with Unlimited permissions can export team owned leads/contacts, no matter who the primary assignee is.
- Agent Owned - all associates can export leads/contacts that they own. The Rainmaker and associates with Unlimited will not be able to export the leads/contacts that are owned by another agent.
When you have Unlimited permissions, you will see extra options for exporting team owned leads/contacts (see below). Remember, this is only for the team Command account. You will still have full control over the leads/contacts you can export in your personal Command account, be purposeful about the account you are accessing, when exporting leads/contacts.
- Click here to learn how to switch between your team and personal Command accounts.
To learn how to export all leads and contacts as a Rainmaker, 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, , on the left sidebar.
4. Click the three dots beside the Add Contact button and choose one of the export options:
Standard and Enhanced Permissions | Unlimited Permissions |
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When you export mailing labels as a PDF, the size and spacing is equivalent to Avery 5160, or 1" x 2-5/8" - 30 per Sheet. |
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5. A confirmation message will appear confirming that the export was successful.
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The amount of time it will take for the export to take place is dependent on the number of contacts you are exporting. |
6. Once the export is finished, you will receive a Kelle notification. If you refresh the page in Command, you will also see a Command notification. Click the Command Notifications icon, , and then click the link to download the export file.
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