Add Multiple Contacts to a SmartPlan

To add multiple contacts to a SmartPlan, complete the following steps:

Note

You can also add individual contacts to a SmartPlan. For more information, see Add a Contact to a SmartPlan.

  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 left toolbar, click Contacts contacts-icon.

  4. Select the check boxes next to the contacts you want to add to a SmartPlan. To select all contacts, select the check box in the header row.

    Note

    You can filter your contact list using Filters to target certain criteria (for example, Primary Address).

  5. Click the Select Bulk Action drop-down menu and select Add to SmartPlan.

  6. 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.

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

  8. On the confirmation window, click Confirm.