KELLER WILLIAMS LUXURY CARMEL VALLEY / DEL MAR
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Contacts

Appetizer


Get Started with Contacts
Add a Contact
Add a Lead
Edit a Contact or Lead
Contact and Lead Detail Fields
Add a Neighborhood to a Contact
Add a Note to a Contact
Add an Activity to a Contact
Manage Your Contacts
Add a Relationship to a Contact

​MAIN COURSE


Import Contacts into Command
Why did some of my contacts fail to import into Command?
Export Contacts and Leads
View Video Tour Requests in Command
Customize Columns in Contacts
Create Saved Searches for a Contact
Export Mailing Labels
​Track Client Engagement with Your KW App and Site
Transfer Contacts from an Exported Spreadsheet to the Command Contact Import Template
Mark Contacts as Leads

​

DESSERT


Add Custom Fields to Contacts
Add Tags to Your Contacts
Customize Columns, Use Filters and Create SmartViews
Call Your Contacts Using Command

​

Sides


Archive, Delete, or Restore Contacts
Format Zip Codes that Start with a Zero for Importing Contacts
Sync or Import Your eEdge Contacts into Command
Import Your Database from Follow Up Boss to Command
Import Your Database from BoomTown to Command
Import Your Database from CINC (Commissions Inc.) to Command
Import Your Database from Top Producer to Command
​Import Your Database from Real Geeks to Command

Import Your Database from Brivity to Command​
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​Keller Williams Realty Carmel Valley/DelMar
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DRE Lic #01524589
12780 High Bluff Dr #130
San Diego, CA 92130
(858) 720-1900
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Keller Williams Realty, Inc., a franchise company, is an Equal Opportunity Employer and supports the Fair Housing Act. Each Keller Williams office is independently owned and operated.
  • Home
  • Training
  • Our Team
    • Leadership
    • Agent Leadership
  • Resources
    • Vendors
    • Community
    • Office/Document Compliance
    • Referrals
    • Command Menu >
      • Contacts
      • Opportunities
      • Campaigns
      • SmartPlans
      • Designs
      • App & Sites
      • Teams
  • Contact