Add Contact or Lead (Teams)

For Teams, Rainmakers have the ability to manually assign Contacts and Leads to Team Members.

To assign a Contact or Lead, 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. Select your Team from the Select Team drop-down at the top of the page.

6. Locate the appropriate contact, click the More Options menu (ellipses icon) and select Assign To.

1. On the Set Claim window, select the Team Member to assign the lead to, and click Assign.

   The lead appears in the assignee’s contact list and the contact record shows it has been claimed by the assignee.