Manually Adding a Contact, Using Custom Lead Sources, Tags and Fields
Real Estate is a contact sport. The more Contacts a Keller Williams Agent has in the KW Command platform that they are consistently reaching out to, the higher likelihood of their success in Real Estate. This short video will teach you the basics of manually adding a Contact to the Contacts applet. You'll also learn about Custom Lead Sources, Custom Tags and Custom Fields.
Uploading Contacts via the Command CSV Import File
Let's talk about the importance of a healthy and robust Contacts database. One of the quickest ways to grow your Contacts database is to bring them into KW Command in bulk. Whether that be from your phone, event invite lists, previous CRMs, etc., the easiest way to do a bulk import is to use the Command Contact Import CSV file. Watch this short video to learn how to download the file, best practices on filling it out and how to upload the file back to your Command database.
Completing the Additional Information in Contact Records
Let's dive into the Additional Information section of our Contact records. Watch this short video for a discussion on Relationships, Mailing Addresses, Legal Name and more important details that can be added to a recruit card to better serve you in building a relationship with that individual.
Adding Custom or System Tags to a Lead or Contact
As we begin to add more Leads and Contacts to our KW Command Contacts applet, it's important that we have the ability to easily filter or segment them in the future for quicker and simpler follow-up and for additional targeting features through KW Command as well. In this video, you'll learn about the System Tags that KW as created on your behalf within Command and also learn how to apply Custom Tags to your Contacts and Leads. These tags will allow you to later filter them, target them and/or apply bulk actions to them such as adding them to a SmartPlan.
Customizing, Filtering and Creating Smartviews for KW Command Contacts
We know that Real Estate is a Contact sport and that the more Contacts an Agent has, typically the more successful their business. However, when working with large Contact databases, it can be difficult to manage specific groups, subsets or even find specific people. Watch this short video to learn how to customize the columns you view in Contacts as well as filter those Contacts based upon multiple different filters. Finally, once you have the data the way you like to see it for that particular business use case, learn how to save that data as a custom SmartView.
Searching for Contacts and Filtering Leads vs. Contacts and the Difference
When working with a large Contacts database in KW Command, it's important to know how to find a Contact you've previously entered. This short video will show you five different ways to Search for Contacts. Additionally, when entering data into KW Command, it's important to know who a Lead is and who's an actual Contact and what the difference between the two is. This video will also discuss that and show you how to easily tell who your Leads are.
Viewing, Adding and Filtering Neighborhoods for Contacts in KW Command
Keller Williams and NextDoor have an exclusive partnership that benefits KW Agents when using the Command Contacts applet. This short video will show you how to Assign and/or Add a NextDoor Neighborhood to your Contacts in Command. It will also show you how to Filter for which Contacts do or do not have a Neighborhood assigned to them.
Assigning a Neighborhood to a Contact or Lead
The Keller Williams Command platform has multiple powerful integrations and partnerships that improve efficiency and effectiveness for the Agents using it. Two of those are Google and NextDoor. When adding an Address to a Contact, Command automatically works with Google and NextDoor to attempt to assign a Neighborhood to the Contact based upon it's Address. This makes assigning the Monthly or BiWeekly Neighborhood Nurture SmartPlan possible. And yet, what if you don't have the Address for that Contact? Watch this short video to learn about how the interaction between NextDoor, Google and Command works and how to go about manually assigning a Neighborhood to a Contact record that you don't have an address for.
Using the Bulk Action Feature in KW Command Contacts
As your KW Command Contacts database continues to grow, there will begin to arise a need to take action with more than one Contact and preferably at the same time. This is where the Bulk Action menu comes in to play. Watch this short video to learn how to use the Bulk Action dropdown to perform a multitude of actions with more than one Contact at a time. WARNING: Please take note of the Bulk Tag action and use it with great caution as there currently does not exist a Bulk Remove Tag action.
How Your Contact Health Score is Calculated
We all know that the key to any successful Real Estate business is a strong database of people that know us, like us and would do business with us. The KW Command platform helps you improve the overall "health" of each one of those people in your database by providing you with a Database Health Score for each of them. Watch this short video to learn how the Database Health Score is calculated and what pieces of data you should be working towards having on each of the Contacts in your database.
Assessing Your Overall Database Health Score
There are nine key metrics that make up a 100% Contact Health Score. Let's dive further into your Database Health by looking at it's over all health in six different categories. Watch this short video to learn how your database stacks up in those key areas and how you compare to other Agents across the country.
Sorting Contacts to Find Who's Missing What Information
The KW Command platform allows us as Keller Williams Agents to know the health score of our individual Contacts as well as our overall database health. So now that we know the current health of those databases, how do we improve them? Watch this short video to learn how to sort your Contacts by missing emails, phone numbers or neighborhoods to easily assess who you need to follow up with to secure that missing information.
Creating an Opportunity from within a Contact Record
In this short video, we'll introduce you to the three Opportunity pipelines and then show you how to create a new Opportunity directly from within the Contact Record of your recently generated Lead or Contact. Accurately tracking all of your future Buyer and Seller Opportunities ensures that no one "falls through the cracks" and that you don't lose any future opportunities to help families and secure commissions.
Archiving, Restoring or Exporting Your Contacts Plus Database Wipe
As your KW Contacts database continues to grow and grow, there may come a time when you need to remove Contacts from your database. There may also be times when it would be helpful to Export your Database. And, sometimes, it's just easier to start all over again. This short video will teach you the process to Archive one Contact or in bulk, Restore Contacts, Export Contacts and finally the Database Wipe function.