Export Leads and Contacts in the Team Command Account

This functionality is not yet available in Command. This article has been published early so you can learn about it ahead of time.

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.

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

Export All Contacts - doing this will export any lead/contact that shows you as the owner.
Export Mailing Labels - doing this will export mailing labels for leads/contacts that show you as the owner. This will export in a spreadsheet format, with the address fields separated.
Export Mailing Labels as PDF - doing this will export mailing labels for leads/contacts that show you as the owner. This will export in a PDF format, in a traditional mailing label format.

Export All Contacts - doing this will export any lead/contact that shows you as the owner.
Export Mailing Labels - doing this will export mailing labels for leads/contacts that show you as the owner. This will export in a spreadsheet format, with the address fields separated.
Export Mailing Labels as PDF - doing this will export mailing labels for leads/contacts that show you as the owner. This will export in a PDF format, in a traditional mailing label format.
Export All Contacts for Selected Team - doing this will export any lead/contact that shows the team as the owner.
Export All Mailing Labels for Selected Team - doing this will export mailing labels for leads/contacts that show the team as the owner. This will export in a spreadsheet format, with the address fields separated.
Export All Mailing Labels for Selected Team - doing this will export mailing labels for leads/contacts that show the team as the owner. This will export in a PDF format, in a traditional mailing label format.

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.

5. A confirmation message will appear confirming that the export was successful.

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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