Add a Lead or Contact in the Command App

In the Command App, it's easy to add leads and contacts to your Command Contacts database while you are on-the-go. As we all know, a KW agent's business starts with their database, and with the Command App, you can grow your business whether in the office or in the field.

There are some considerations to be aware of. For instance, if you were needing to add neighborhoods or custom fields to a contact you would need to do so on the desktop version of Command. However, you can still quickly add important information on the Command App and then follow up with more details on your desktop if necessary. 

To add a lead or contact with the Command App:

1. Log in to the Command App with your KW login credentials.

2. Tap the blue circle, , at the bottom right corner of the screen, and select Add Contact.

Mark As Lead

1. At the top of the screen, use the Mark as Lead toggle to designate whether this is a contact (toggled off) or a lead (toggled on).

Tags 

1. In the Tags section, click Add/Remove Tags.

2. Next select any combination of tags that you want to apply to the new contact, then tap Done, at the top right of the screen.

• You also have the ability to click + New Tag to create a new tag to apply to this contact, and potentially future contacts.

Basic Information
1. Enter the primary contact information for the lead/contact. Further down, you will have an opportunity to add additional contact info:

• Contact Name - Enter the contact's name.
• Primary Phone - Enter the contact's phone number, and label it as Home, Mobile, Work, or Other.
• Primary Email - Enter the contact's email address, and label the address as Home, Work, Rental, Vacation, Imported, or Other.
• Primary Address - Enter the physical address of your contact, and label it as Home, Work, or Other. If this is the contact's mailing address, tap the Same as Mailing Address checkbox that is displayed further down the address fields.

Lead Source

1. In the Lead Source section, use the From List drop-down to select whether the lead source is from your lead source list (From List), or a contact (From Contact).

2. Tap in the Lead Source field and select the source from the list that appears.

Neighborhoods

1. In the Neighborhoods section, click Add/Remove. A map search will appear that allows you to search/scroll to where you want on the map, then tap within a neighborhood boundary to add it to the list.

2. You can also swipe up from the bottom to pull the list of neighborhoods that have been added. Tap Remove, to the right of an added neighborhood,  to remove it from the list. Tap Save, at the top right of the screen, once you are finished managing neighborhoods.

• Below the list of added neighborhoods, you will see recommendations based on other neighborhoods around the first neighborhood added.

Additional Contact Info

1. In this section, add any addition contact information you have for this lead/contact:

• Preferred Method of Contact - Choose between Email, Phone, or Text.
• Legal Name - Enter a legal name, for the contact, if it is different than what they go by.
• Email - Enter any additional email addresses, and label the addresses as Personal, Work, or Other.
  • Tap Add Email, to add additional email addresses.
• Phone - Enter any additional phone numbers, and label them as Home, Mobile, Work, or Other. 
  • Tap Add Phone to add additional phone numbers.
• Address -  Enter any other addresses that exist for the contact and label them as Home, Work, Rental, Vacation, Imported, or Other.
  • Tap Add Address to additional addresses.

About, Relationships, Social Media, and Work

1. Enter additional details for the lead/contact:

• Social Media - Add the lead/contact's social media profiles. Select the type of social media, then enter their profile ID or handle. The system will auto-fill the social media platforms domain name automatically.
• Description - Enter a description of your lead/contact. This is separate from any notes you add in the future.
• Birthday - Use the Month, Day and Year drop-downs to add their birthday. This will enable you to add them to the Birthday SmartPlan.
• Home Anniversary - Use the Month, Day and Year drop-downs to add their home anniversary date. This will enable you to add them to the Home Anniversary SmartPlan.
• Relationships - If any of your lead/contacts (that have already been added to your database) are associated with this person, add the relationship. Start typing their name and select the related lead/contact from the drop-down list. Then label the relationship from the relationships list.
  • Tap Add Relationship if the contact you are entering is associated with more than one lead/contact in your database. You will then search and select the lead/contact before saving the update.
• Work - Enter the contact's work information. Type out the company name then enter the contact's job title.

Save

1. Tap Save at the top right hand corner of the screen when finished.