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Manage Your Contacts - Knowledgebase / Command / Contacts - GAP Support Team

Manage Your Contacts

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As you are working with your contacts - making phone calls, sending emails, texting, and having meetings - you will want to keep track of all of this communication and add notes from time to time.

To learn how to keep track of all of this within Command, follow the steps below:

1. Log in to https://agent.kw.com with your Keller Williams login credentials.


2. Click the Contacts icon, ,on the left sidebar, to access your contact list.


3. Click the name of the contact you want to manage.


4. At the bottom right of the contact details page, click the red circle, .

 

5. Above the blue circle, options will appear:

 

Use this to log an email, text, meeting, or quick note. Use the calendar widget to record the time, and add any notes you have around the interaction in the space provided. The interaction will show in the contact's timeline with a timestamp based on what you selected using the calendar widget.
Click here to learn more.




Use this to add a note, which will show in the contact's timeline with a timestamp.
Click here to learn more.


This will take you to your Google Calendar, and create an appointment (auto-populated with the name of the appointment), which you will need to edit and save. Click here to learn more.

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