As you are adding leads and contacts to SmartPlans, you might need to retire an outdated SmartPlan or maybe you created a new and better version. If so you will want to remove contacts from the old plan and add to the new.
When removing leads/contacts from a team SmartPlan, keep in mind that your permission level determines who you can remove from these team SmartPlans.
- If you have Standard permissions, you are only able to remove leads/contacts that you own and are assigned to.
- If you have Enhanced/Unlimited permissions, you can remove leads/contacts that you own and you can remove any team owned lead/contact, regardless of who it is assigned to.
To learn how to remove leads/contacts from team SmartPlans, 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 SmartPlans icon, 
, on the left sidebar.
4. Find the SmartPlan in the list, and in the Contacts column, click the view icon, 
, next to the number of contacts on that plan.
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5. A menu will appear, with the list of contacts that have been added to this SmartPlan.
- If you want to remove specific contacts, check the box next to the contacts you want to remove/unsubscribe, and click Confirm Unsubscribe, at the bottom of the menu.
- If you want to remove all contacts, click the Unsubscribe All button, at the bottom of the menu.
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6. A confirmation screen will appear, click Confirm.
