Create a Lead and Send It Through Lead Routing (Teams)

With Command, you can add individual contacts or import multiple contacts at one time from a database such as a CRM or contact list (for example, Google Contacts).

For information about working with leads, see the following topics:

• Claim a Lead from a Notification (Teams)

• Assess the Lead Pool (Teams)

• Claim a Lead from the Lead Pool (Teams)

To create a Lead and send it through lead routing, 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. Click Add Contact, at the top right of the page.

6. In the Add to Contacts window, Enter the Full Name, Primary Email and Primary Phone (optional).

7. In the Select Owner drop-down, select your team.

8. Check Mark as Lead box and check the Send to Lead Routing box. You are not able to send a contact through lead routing (leads only), so the Mark as Lead check box must be checked to unlock the Send to Lead Routing check box.

9. Complete any other contact fields that you have information for.

   For more information see, Contacts Information Fields.

10. Click Add More Information.

11. In the Sales Pipeline section, choose the Select From List option, and choose a Lead Source from the drop-down.

    Every lead route you create is lead source specific, even if you choose all lead sources. If the lead does not have a lead source, it will not route.

12. Click Create. The lead is sent through your lead routes.