Add a Note to Multiple Contacts

You can add a note to multiple contacts using the Bulk Action feature.

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

Note

You can also add notes to individual contacts. For more information, see Add a Note.

  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 a note to. 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 Note.

  6. On the Add New Note window, enter the Note Title and Note Description.

  7. Click Save.