Add Leads/Contacts to Team SmartPlans (Teams)

SmartPlans is the applet we use to automate your listing checklists, marketing touchpoints, and drip campaigns. With SmartPlans in the team Command account, all team members use standardized SmartPlans set up by the Rainmaker and associates with Unlimited permissions.

When adding leads/contacts to a team SmartPlan, keep in mind that your permission level determines who you can add to these team SmartPlans.

• If you have Standard permissions, you are only able to add leads/contacts that you own (as long as they are in the team Command account) and/or are assigned to. You must be the owner or assignee to do this.
• If you have Enhanced/Unlimited permissions, you can add leads/contacts that you own (and are in the team Command account) and you can add any team owned lead/contact, regardless of who it is assigned to.

To learn how to add leads/contacts to 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.

3. Click the SmartPlans icon, ​, on the left sidebar.

4. Click the Add Contacts icon, , to the right of the SmartPlan in question.

5. A list of your contacts will appear in the pop-up. Check the box next to the name of the contacts you want to add to the SmartPlan.

6. Once you select the contacts you want to add, click Add to SmartPlan.

7.  Select when you want the SmartPlan to start:

• Start all now - If you select this option, the first step of the SmartPlan will begin immediately, as soon as you confirm.
  • For example, if you add 20 contacts to the Quarterly Call Plan, you will get 20 phone call reminders immediately.

• Start all on the following date - If you select this option, use the calendar widget to choose a date to start the SmartPlan on.
  • For example, if you add 20 contacts to the Monthly Neighborhood Nurture SmartPlan, all of the initial emails will be sent on the date you choose.

• Stagger over the next few days - If you select this option, choose the maximum number of contacts, to distribute into the SmartPlan, per day.
  • For example, if you add 20 contacts to the Quarterly Call Plan and choose a maximum of 5 contacts per day, you will get 5 call reminders today, 5 call reminders tomorrow, 5 call reminders on the third day, and 5 call reminders on the fourth day.

8. Click Confirm when you are ready to start the SmartPlan, review the details, then click Confirm a second time.