Mark Multiple Contacts as Leads

To mark multiple contacts as leads, complete the following steps:

Note

You can mark an individual contact as a lead. For more information, see Mark or Unmark a Contact as a Lead.

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 .

4. Select the check boxes next to the contacts that you want to mark as leads. 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 Mark a Leads.

6. The Bulk Mark as Leads window, displays the selected contacts. If a contact is already a lead, they display with an asterisk (*).

7. Click Mark.

   Leads appear in your contacts database with the lead icon, next to their name.