How to Upload .csv File in Keller Williams Comman
Howdy! I'k Lori "Vegas" Ballen and today I'm going to give you a KW Command Tutorial on Contacts. This is the database where you volition store and communicate with your customers and clients.
How To Import Contacts
Hither's how to import your contacts into KW command.
- Utilise the provided spreadsheet that KW command uses. Click Import and and then the download option
- Move your columns from your export doc to the new sheet without changing the titles on the new canvass at all.
- Remove whatever custom columns at this time. Save those for later every bit LABS is working on the import wizard.
- Save as a .csv file
- Click the drag and drop or upload to load the file.
- Done!
How To Assign a Lead
Add Tags
You lot can add together a tag to an individual contact every bit well every bit using the Bulk Activeness feature.
Tags should identify an audience. Imagine if you want to search your database for a item set of contacts.
You would use tags to do this.
Almost CRM's allow an email campaign to starting time using tags. Let's assume KW Command will let us to activate a smart plan based on tags.
Tag your contacts based on what it would await like when this functionality appears.
System Tags:
These are added by KW Control. When y'all manage your tags in settings, you'll see these as "Is System". When using a 3rd party integration such equally Piesync, yous may likewise see organisation tags.
Custom Tags:
These are tags created by you. To manage your custom tags, notice your contour movie and drib the pointer to right down to choose SETTINGS, so on the left, choose contacts, and so custom tags.
You can as well create tags for Opportunities.
How To Assign Bulk Tags
- Open Contacts
- Perform a search using filters to create an audition or group for your majority tag
- Click the top cheque box to select all
- From the Drop down card, select add together majority tags
- You tin select from previously added tags or type your new tag followed past clicking the create new tag option. You can besides cull a color if you lot are colour coding your tags.
Phone call Your Contacts From KW Command
If you lot have a deject communication system, or software that helps you brand phone calls through the computer (Dialpad, FaceTime, Vonage, ect.), you lot tin can make phone calls through the Contacts applet, in Command.
You can take notes and log the call without exiting Command.
- Open up a Contact Record
- Click their phone number
- At the popular up, choose Call
- You computer should now ask you lot which app you want to employ. If information technology defaults to Facetime, you lot may need to adjust your settings on your estimator.
- When your call is completed, choose Add Timeline
Texting Contacts
Tutorial Video: https://youtu.be/Awwqfm81G94
You tin text a single contact manually from a contact tape, multiple contacts manually from a contact search and select, or through Smart Plans automatically.
When you send the text manually, it volition send immediately. Be very careful not to ship during the "off hours".
When the contact responds, you'll meet a bong notification in your KW Command Dashboard.
Even if they respond with "stop texting me" from a smart plan response, y'all'll see it in the notifications and can click through to the contact to end the smart plan, change the phone number, or archive the contact.
FAQ
I'm Inbound a New Contact and Getting this Response "Email Already in Use". What Now?
Chances are that your contact was once in your database and yous deleted them.
Maybe you thought you deleted all contacts an started over. For rubber, KW Command puts these in the annal.
You'll need to check your archive file to see if y'all have this contact in in that location.
Observe your picture, click the down arrow and go to settings, so command Settings, drop the arrow, and go to contact annal. From hither you tin can remove or restore the contact.
Tutorial Video: https://youtu.be/oIaTClh6CjU
How Can I Select More than Than x Contacts At A Time?
Click on the number range that appears in the right corner. More options will appear. 
How Can I Ship a Text to a Contact?
Gear up Twilio starting time. And then click the phone number of a contact, choose TEXT. Type in text, attach photograph or file if needed. The communication is stored in the timeline in the contact record.
How To Do I Delete a Contact or Wipe My Database clean?
You can archive a contact by clicking on the iii dots to the right in the search window, or past clicking the file folder icon in the contact record that says Annal when y'all hover over information technology.
The contact is not actually deleted, but rather moved to your archives. Out of site, not out of system. To permanently delete, you must go to Settings -> Command Settings – > Contacts – > Contact Archive. There is a trash can next to each contact. You can too restore from there.
To delete the entire database, become to Settings -> Command Settings – > Contacts -> Database Wipe. At that place are two steps. The offset puts all contacts in the Annal and the other deletes them from the archive.
Video: Settings -> Command Settings – > Contacts
Source: https://understandcommand.com/kw-command-contacts/
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