Add a Contact to a SmartPlan

To add a contact to a SmartPlans, complete the following steps:

1. From a browser, go to: https://console.command.kw.com.

2. Log in using your Keller Williams user name and password.

3. On the top-left corner, click Command.

4. On the left toolbar, click Contacts .

5. In the Contacts list, click the name of the contact to archive.

6. Click the Add to SmartPlan icon.

7. On the Add Contacts to SmartPlan window, find the correct SmartPlan and click Select. You can enter the name of the SmartPlan to find it in the list.

8. On the resulting Add Contacts to SmartPlan window, determine when the SmartPlan starts for the contacts and click Confirm.

9. On the confirmation window, click Confirm.