As you and your team are developing and maintaining the team contact database, you may need to update or edit some existing information in the contact record. Team members with a Standard permission level will be able to edit leads/contacts that they have access to while Team members with an Enhanced or Unlimited permission level will be able to edit all team leads/contacts in the team Command account.
To learn how to edit a team lead/contact, follow the steps below:
1. Log in to https://agent.kw.com with your KW 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 on the Contacts icon, , on the left side of the page.
4. Click the name of the contact or lead you want to manage.
5. Click the Edit icon, , to the right of the lead/contact's name to access the "Edit Contact" form. If you wish to enter in additional information when editing the contact, open the additional sections that appear at the bottom of the form (Additional Contact Information, About and Other) which each contain extra fields you can utilize.
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If you are adding a lead, check the Mark as Lead checkbox, under the Lead Source field.
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- Leads are people you have contact information for, but haven't connected with yet. Communication is one-way, offer-based, and focused on getting a response and beginning a relationship.
- Leads are people you have contact information for, but haven't connected with yet. Communication is one-way, offer-based, and focused on getting a response and beginning a relationship.
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- Learn more about the fields in the Add Contacts modal.
- You can also add custom fields to meet the needs of your business and how you prefer to grow relationships with your clients.
- Learn more about adding custom fields to contacts.
6. When you are finished editing, click Save at the bottom of the "Edit Contact" form.